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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-08 |
| CA | RA | APPROVED | 2012-08-06 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palo Alto | CA | 05/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*443095 - Trust; Investment related - Yes; San Mateo, California; 06/2021; During business hours: 0; After business hours: 1 *481503 - Trust; Investment related - Yes; Lafayette, California; 01/2022; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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