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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
*665524- Red Hawk Rising LLC; Investment related-Yes; Santa Ana, California;Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 1; LLC owns our vacation home for limitied liability. Will use property as personal vacation home and will rent out property part-time as a short term rental.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-28 |
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