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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
10960 Wilshire Boulevard Suite 2000, Los Angeles, CA 90024 • United States
2 disclosure categories 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 | Bel Air | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*393799 - Investment related Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; After business hours: 1; Estate Administration *535685 - Trust; Investment related: Yes; Napa, California; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 1; After business hours: 0; *555410 - MICHAEL AND PAIGE DOUMANI FOUNDATION; Investment related-No; LOS ANGELES, California; CHARITABLE GIVING; Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/2016; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-04 |
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