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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-01 |
| CA | RA | APPROVED | 2013-10-11 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 10/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
(I.) 1)FOR PROFIT OR NOT FOR PROFIT:FOR PROFIT 2)NAME OF OUTSIDE BUSINESS ORGANIZATION:TEAM 3)INVESTMENT RELATED: NO 4)ADDRESS OF BUSINESS:4072 MARKET PLACE,FLINT,MI 48502 5)NATURE OF BUSINESS:LEADERSHIP DEVELOPMENT 6)YOUR POSITION, TITLE, ASSOCIATION:MEMBER 7)START DATE OF RELATIONSHIP:11/01/2010 8)NUMBER OF HOURS DEVOTED PER MONTH: 20 9)NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10)YOUR DUTIES:READ,ATTEND MEETING AND INTRODUCE OTHER PEOPLE TO INFORMATION (II.) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LIFE US INVESTMENT RELATED: N ADDRESS OF BUSINESS: 4072 MARKET PLACE, FLINT, MICHIGAN 48507 NATURE OF BUSINESS: CORPORATION, COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 11/1/2011 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEAM A BUSINESS THAT I AM ALREADY APPROVED WITH STARTED ANOTHER BUSINESS LIFE ON 11-1-11
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
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