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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED_RES | 2025-08-01 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 04/2012 | 08/2025 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2025 | Present |
*655251- Olivenhain Advisors LLC; Investment related: Yes; Encinitas, California; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2010; During business hours: 0; After business hours: 10; Administrative *665979 - Loan to son to purchase home; Investment Related-No; San Diego, California; Real Estate; Father helping son buy a home (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2023; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-16 |
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