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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-24 |
| TX | RA | APPROVED | 2023-04-21 |
Branch Locations
1101 5Th Avenue Suite 275, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 03/2013 | 04/2023 |
| Bank Of America, N.A. | Mill Valley | CA | 08/2013 | 04/2023 |
| Morgan Stanley Smith Barney Llc | San Rafael | CA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
*555686- Rental Property ; Investment related-Yes; San Rafael , California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 5; Property Management *634299 - LSWR08 Holdings LLC; Investment related-Yes; San Rafael, California; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-01 |
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