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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1250 Prospect Street Suite 202, La Jolla, CA 92037 • United States
1111 Prospect Street, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | La Jolla | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | La Jolla | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Rental property; Investment related; San Diego CA; Rental; Sole Proprietor / Owner / Partner/landlord; 04/2017; 0,1 2.Real Estate rental of a single family home; Investment related: Yes; Pescadero, CA; Rental of a single family home; Landlord / partner with my wife Jannine Meyerott (proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 0; After business hours: 1; My wife Jannine and I are buying a rental property we will rent until we retire and eventually use as a vacation home or a home for my son Greg.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-21 |
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