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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • 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 | San Diego | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY;Investment related; San Diego CA 92154; COLLECTING RENT, MANAGEMENT, REPAIR; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent);Jan 2006; During business hours: 0; After business hours: 1; Collecting Rent/management/repair, Single home rented for $2450.00 per month Long Term Tenant *484962 - Trust; Investment related - Yes; San Diego, California; 04/2022; During business hours: 0; After business hours: 0 *502388 - Rental Property; Investment related - Yes; Bonita, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 4; Management Rental Income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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