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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
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
Solana Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Carlsbad | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Rental of condo; Investment related; Solana Beach, CA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1; pay taxes, collect rents *315264 - VMC SD LLC; Investment related Yes; Solana Beach, California; Real Estate; member (proprietor, partner, officer, director, employee, trustee, agent);07/2017; During business hours: 0; After business hours: 2; member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-24 |
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