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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
2725 Sand Hill Road, Menlo Park, CA 94025 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*395722 - Rental Property; Investment related - Yes; Palo Alto, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 1989; During business hours: 0; After business hours: 2; Property Management *627741 - Palo Alto Police Foundation; Investment related: No; Palo Alto, California; Civic/Religious/Community; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 2/2025; During business hours: 0; After business hours: 2; General Board Member *413969 - Stanford Medicine Community Council; Investment related No; Stanford, CA; Hospital/Healthcare; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Oct 2020; During business hours: 1; After business hours: 1; Administrative *533011- POA; Investment related-Yes; Menlo Park, California; 12/2022; During business hours: 2; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-02 |
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