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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| CA | RA | APPROVED | 2014-07-14 |
Branch Locations
555 Main Street Suite 100, Chico, CA 95928 • United States
2365 Iron Point Road Suite 235, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chico | CA | 07/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Partnership; Investment related Yes; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 2 2. *384974 - Dutro Orchards; Investment related - Yes; Chico, California; Agriculture; Officer (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 1; After business hours: 0; Administrative 3. *205540-Boys and Girls Club; Investment related -No; Chico, California; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 5; After business hours: 0; Business Development/Growth, Fundraising, Marketing *706170 - Branham Rental; Investment related - Yes; San Jose, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-31 |
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