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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
750 University Avenue Suite 250, Los Gatos, CA 95032 • United States
Santa Cruz, CA • 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 | Santa Cruz | CA | 01/2012 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Ubs Financial Services | Los Gatos | CA | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
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