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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-07 |
| CA | RA | APPROVED | 2011-03-16 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Menlo Park | CA | 11/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. 67416 - Associate Resources LLC; Investment Related - No; Grand Rapids, Michigan; Consulting; Advisory Board (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2008; During Business Hours: 0; After Business Hours: 2; strategy consulting. 2. *491567 - University of Pennsylvania Alumni Club of San Francisco; Investment related No; Phildelphia, Pennsylvania; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-15 |
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