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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-12 |
| MD | RA | APPROVED | 2022-08-29 |
| HI | RA | APPROVED | 2022-06-03 |
| TX | RA | APPROVED | 2022-06-03 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Honolulu | HI | 11/2010 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Honolulu | HI | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
*624257 - Exit Planning Exchange; Investment related: No; Winchester, Massachusetts; Networking; President(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-12 |
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