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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-08 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
1901 Main Street Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Oakland | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Newport Beach | CA | 06/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-22 |
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