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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-31 |
| TX | RA | APPROVED | 2021-08-30 |
Branch Locations
1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • United States
Santa Barbara, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Los Angeles | CA | 05/2011 | 09/2016 |
| Raymond James & Associates, Inc. | San Francisco | CA | 09/2016 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Santa Barbara | CA | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
*546435 - Schreiber Associates PointSeason LLC; Investment related Yes; Greenwich, Connecticut; Online retail services secondary ticket market; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 0; Limited Partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-10 |
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