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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1999 Avenue Of The Stars Suite 2400, Los Angeles, CA 90067 • United States
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | New York | NY | 05/2006 | Present |
| Morgan Stanley Smith Barney | Los Angeles | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*539166 - Copia Wealth Studios; Investment related No; Carlsbad, California; Technology; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 5; General feedback on product. *627325- Young Construction; Investment related: No; Santa Barbara, California; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 1; 2 meetings per year to discuss the strategy of the business *685912- McCullough Family Trust; Investment related: Yes; Palos Verdes Estates, California; Rental Property; Trustee/Lessor (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 10; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
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