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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| CA | RA | APPROVED | 2016-06-14 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 05/2016 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
*596191 - Stone Valley Middle School Education Fund; Investment Related - No; Alamo, California; Public Schools; Treasurer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 5; Accounting/Bookkeeping, Administrative, Check Signing/Funds Disbursements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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