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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-01 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2 Theatre Square Suite 322, Orinda, CA 94563 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Orinda | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY SHELL BEACH CA; OWNER; NO TIME SPENT DURING AND AFTER BUSINESS; 01/2003 2. *191464- Rental Property - The Richard P Beaumont Trust; Investment related: Yes; Shell Beach, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 1; Property Management *459662 - Rental Property; Investment related - Yes; Yountville, California; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 2; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-31 |
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