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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-11 |
| TX | RA | APPROVED | 2020-08-10 |
Branch Locations
9465 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212-2351 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Los Angeles | CA | 06/2009 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2020 |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 08/2020 | Present |
| City National Bank | Beverly Hills | CA | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-21 |
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