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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
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
Healdsburg, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Menlo Park | CA | 06/1983 | Present |
| Morgan Stanley Smith Barney | Menlo Park | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY, OWNER; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; SALINAS, CA; START DATE: 02/2005 2. 2ND RENTAL PROPERTY, OWNER; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; SALINAS, CA; START DATE: 02/2005 3.RENTAL PROPERTY, OWNER; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; TRACY,CA; START DATE: 02/2005 *66201 - Real Estate. ; Investment related - Yes ; Mountain View,California ; Real Estate ; own 50% of rental property(proprietor, partner, officer, director, employee, trustee, agent) ; 6/1989 ; During business hours : 0 ; After business hours : 1 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-08 |
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