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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-22 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2365 Iron Point Road Suite 235, Folsom, CA 95630 • United States
San Rafael, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Folsom | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*612932 - San Rafael Fire Commission; Investment related: No; San Rafael, California; Government; Appointed Government Position (e.g. Government Board, Government Commission, etc.)(proprietor, partner, officer, director, employee, trustee, agent); 4/2022; During business hours: 1; After business hours: 0; Attend mthly fire commission meetings w the Fire Department Chief. Discuss fire department activities & ways to improve the service the dept provides to the community.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-30 |
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