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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| CA | RA | APPROVED | 2013-06-28 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 04/2013 | Present |
| Morgan Stanley & Co. Llc | San Francisco | CA | 07/2014 | 02/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | Present |
2. *423831 -Trust; Investment related- No; New York, New York 3. *415647 - Trust; Investment related -Yes; New York, New York; Trustee 10/2020; During business hours: 0; After business hours: 0. *694711- Friendly Reminder; Investment related: No; San Francisco, California; Technology; Co-Founder (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 10; Co-Founder
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
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