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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
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Long Beach | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. THREE RENTAL PROPERTIES, OWNER; WHITTIER, CA; DURING BUSINESS HOURS- 0, AFTER BUSINESS HORUS- 1; START DATE: 11/1999; INVESTMENT RELATED; 2. RENTAL PROPERTY, OWNER; START DATE: 08/2011; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS - 1; SEAL BEACH, CA; INVESTMENT RELATED; 3. *458515 - Trust ; Investment related - Yes; Hacienda Heights, California; 10/2021; During business hours: 0; After business hours: 2 4. *459372 - Trust ; Investment related - Yes; Hacienda Heights, California; Trustee; 10/2021; During business hours: 0; After business hours: 1 *548580- 6406 Tupelo Drive, LLC; Investment related-Yes; Hacienda Heights, California; Real Estate; Manager/Authorized Individual (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 1; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-06 |
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