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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CA | RA | APPROVED | 2013-12-20 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • 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 | San Diego | CA | 11/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*701514 -self or name TBD ; Investment related: No; San Diego, California; Coin, currency and bullion collectibles; Sole Proprietor/Owner ( proprietor, partner, officer, director, employee, trustee, agent); 08/2026, During business hours:0, After business hours:10; Administrative:Accounting/Bookkeeping:Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-29 |
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