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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 06/2009 | Present |
1. LOVERS POINT INN; PACIFIC GROVE, CA; HOTEL OWNER; HOTEL; May 2019 ;NO TIME IS DEVOTED DURING TRADING AND NON TRADING HOURS PER WEEK 2. Michael Limited Family Partnership; Investment related Yes; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/1997; During business hours: Nil; After business hours: Nil *379309 - Rental Property; Investment related; Danville, CA ; Rental; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-14 |
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