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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-12 |
| NV | RA | APPROVED | 2019-06-18 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1- KAISER SAN JOSE, EMPLOYEE; PROVIDE WORKSHOPS & SEMINARS. THIS IS ONGOING. 0-2 HOURS/MO. NON-INVESTMENT RELATED; START DATE: 01/2006 2- STANFORD CONTINUING STUDES INSTRUCTOR 3- THE COUPLES INSTITUTE; MENLO PARK, CA; HEALTH; ON CALL TRAINER; 1 HOUR PER MONTH OUTSIDE NORMAL TRADING HOURS 4- PARENTS MAGAZINE; 375 LEXINGTON AVE; NY NY; EDUCATIONAL PUBLICATION; ON CALL CONSULTANT; 0 DURING; 0- 1 OUTSIDE SECURITIES; NON INVESTMENT RELATED 5- SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT, VOLUNTEER INSTRUCTOR; START DATE: 08/2016; NOT INVESTMENT RELATED; SAN MATEO, CA 6- THE TAKEAWAY, EMPLOYEE; INTERVIEWS; START DATE: 08/2011; NEW YORK, NY; NO HOURS DURING BUSINESS; NOT INVESTMENT RELATED; 7. *400889 - Rental of Residential Home; Investment related - Yes; Reno, NV; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); June 2020; During business hours: 0; After business hours: 0.5. 8. *444093 - Rental Property; Investment related Yes; Reno, Nevada; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 0.5; Rental Income *569725- Rental of Residential Property 3190; Investment related Yes; Reno, Nevada; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 2; Landlord *643181 - Investment Property; Investment related Yes; Carson City; Nevada; Rental Property; Sole Proprietor/Owner; (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Sign lease agreements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-14 |
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