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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
1250 Prospect Street Suite 202, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | La Jolla | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.*316820 - Rental Property; Investment related: Yes; San Diego, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05-2017; During business hours: 0; After business hours: 0; renting out secondary residence, collecting rent. tenant will require no time involved, no handyman needed 2.Renting property; Investment related- No; La Jolla,CA; Rent rooms in my house; Owner of property(proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-12 |
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