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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| CA | RA | APPROVED | 2016-02-18 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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 Llc | Beverly Hills | CA | 02/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | Present |
1. Elise Nach Events; Investment related; Corporate Event Planning; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2013; During business hours: 0; After business hours: 0; no direct envolvement *699134 - Urban Land Institute; Investment related - No; Washington, District of Columbia; A multidisciplinary real estate forum, ULI facilitates an open exchange of ideas, information, and experience among industry leaders and policy makers dedicated to creating better places.; Council Member (proprietor, partner, officer, director, employee, trustee, agent); 07/30; During business hours: 1; After business hours: 3; Provide industry perspectives from my work to give members insight and resources from my organization that may be valuable resources
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-27 |
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