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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2008 | 11/2017 |
| Bank Of America, Na | Phoenix | AK | 08/2009 | 11/2017 |
| Morgan Stanley | La Jolla | CA | 02/2018 | Present |
| Morgan Stanley Private Bank, N.A. | La Jolla | CA | 02/2018 | Present |
*468192- Rental Property; Investment related Yes; Nashville, Tennessee; Nature of the business; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-18 |
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