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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| CA | RA | APPROVED | 2015-09-02 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • 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 Jose | CA | 06/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | Present |
*385002 - Rental Property; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-02 |
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