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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Sherman Oaks | CA | 11/2007 | Present |
| Morgan Stanley Smith Barney | Sherman Oaks | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 396284 - Self- Rental Property; Investment related Yes; Sherman Oaks, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); April 2020; During business hours: 0; After business hours: 5; Property Management *627533 - Valleyheat Pace LLC; Investment related: Yes; Los Angles, California; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 11/2012; During business hours: 0; After business hours: 0; My wife and I are passive investors - we hired a property management company to manage the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-05 |
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