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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| CA | RA | APPROVED | 2022-06-17 |
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 Llc | New York | NY | 09/2013 | 01/2017 |
| Morgan Stanley Smith Barney Llc | New York | NY | 01/2017 | 10/2018 |
| East West Bank | New York | NY | 10/2018 | 06/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2018 | 06/2022 |
| Cetera Investment Advisers Llc | New York | NY | 10/2018 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*612753- Rental Property; Investment related: Yes; Brooklyn, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-17 |
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