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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
Granite Bay, CA • United States
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Los Angeles | CA | 06/2010 | 04/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 05/2023 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
*217 - The People Concern (formerly Ocean Park Community Center); Investment related: No; Los Angeles, California; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2007; During business hours: 0; After business hours: 6; Fundraising (2) Client's Trust Account / Investment Related / Co-Trustee / Mr. Zitnitsky acts in the capacity of trustee for a client account. *222 - spcaLA; Investment related: No; Los Angeles, California; Animal rights and advocacy, pet adoption; Board Member, Finance Committee, Investment Committee, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 09/1998; During business hours: 0; After business hours: 2; Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
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