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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-18 |
| CA | RA | APPROVED | 2014-06-30 |
Branch Locations
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Diego | CA | 04/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. MAJOR LEAGUE BASEBALL AND MLB INTERNATIONAL-(NON INVESTMENT) CLINICS, TV, RADIO,SPEAKING ENGAGEMENTS AND VARIOUS OTHER BASEBALL RELATED ACTIVITIES. I ONLY PARTICIPATE IF THE SCHEDULED ACTIVITY DOESNT INTERFERE WITH MY WORK SCHEDULE. 2. MEMBER OF A LLC THAT IS IN SALES.(NON INVESTMENT) APROXIMATELY 2 HOURS A MONTH 3. BUSINESS / COMPANY;FIN-LEE SALES LLC;CONSULTANT; AS OF 07/2014;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 1 4. MLB BASEBALL CAMPS, INDEPENDENT CONTRACTOR; TEACHING AT CAMPS; NOT INVESTMENT RELATED; START DATE: 07/2016; SOUTH AMERICA & EUROPE; 5. SAN DIEGO PADRES, CONSULTANT; NOT INVESTMENT RELATED; MINOR LEAGUE PLAYER EVALUATION; DURING BUSINESS HOURS- .5, AFTER BUSINESS HOURS- 1; START DATE: 07/2016 6. FOX SPORTS SAN DIEGO, INDEPENDENT CONTRACTOR; PRE & POST GAME BROADCAST; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 4; NOT INVESTMENT RELATED; START DATE: 07/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
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