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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2023-01-31 |
| HI | RA | APPROVED | 2017-06-12 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Honolulu | HI | 04/2017 | Present |
| Property Management 808 | Kaneohe | HI | 06/2011 | 04/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | Present |
*475788 - Taco Junction LLC; Investment Related - Yes; Park City, Utah; Restaurant/Bar/Nightclub; Partner, Investor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2022; During Business Hours: 0; After Business Hours: 0; Silent Partner. Acquired ownership through my Dad for legacy planning. *704451- Taryn Phan Home Rental; Investment related: Yes; Honolulu, Hawaii; Rental Property; Spouse, I'll sometimes help coordinate a handyman if needed, and we both communicate with the tenant. We do not use a property management company, we have a family member as a local agent as required by HRS 467-2, they are not required to have a real estate license. Currently $3000/mo rent, we will not rent to clients of Morgan Stanley. (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-10 |
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