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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| CA | RA | APPROVED | 2013-09-27 |
Branch Locations
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Carlsbad | CA | 12/2016 | Present |
1.Rental property/Renting Out Bedrooms; Investment related: Yes; Oceanside, CA (full address:1289 Via Fanal, Oceanside, CA 92056) ; Rental property/Renting Out Bedrooms; Landlord(proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; Just bought new condo and will be renting out bedroom.It's my primary residence, that I have a roommate. My mother and I both own it
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-27 |
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