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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-11 |
| CA | RA | APPROVED | 2016-02-18 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Diego | CA | 02/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | Present |
1. TWO RENTAL PROPERTIES, OWNER; SAN DIEGO, CA; INVESTMENT RELATED; START DATE: 10/2010; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-30 |
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