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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-02 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
310 Hemsted Drive Suite 100, Redding, CA 96002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Redding | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1- PLACENCIA LLC; Investment related: Yes; NAPLES, FL; INVESTMENT- REAL ESTATE / PRIVATE START-UP COMPANIES; CO-FOUNDER/OWNER (proprietor, partner, officer, director, employee, trustee, agent); 01/2002; During business hours: 0; After business hours: 2; LOOK FOR INVESTMENT OPPORTUNITY, RAISE CAPITAL, AND MANAGE PROCESS, To limit liability and indemnify our personal wealth 3. Tallerico Properties, LLC; Investment related Yes; Real Estate; 50%/50% ownership with wife (proprietor, partner, officer, director, employee, trustee, agent); Sep 2017; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-11 |
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