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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 11/2013 | 04/2019 |
| Morgan Stanley | Beverly Hills | CA | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-10 |
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