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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
Thousand Oaks, CA • United States
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 06/2009 | 02/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Westlake Village | CA | 02/2018 | Present |
*699640 - Britany Jacobs; Investment related: Yes; westlake village, California; home loan to my daugher; daughter (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 1; After business hours: 0; na
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-27 |
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