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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-29 |
| CA | RA | APPROVED | 2010-10-13 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Cupertino | CA | 07/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-10 |
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