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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Woodland Hills | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*367732 - de Toledo High School; Investment related No; West Hills, CA; Non-Profit/Education; Board Member, Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); April 2019; During business hours: 0; After business hours: 1; Investment Decisions/Advice. *539444 - FOUNDATION FOR JEWISH CAMP; Investment related: No; New York, New York; Children/Youth, Civic/Community; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 0.3; observer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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