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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 | 2009-06-01 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Cupertino | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1 DIRECTOR WITH ALMADEN HILS ESTATES HOMEOWNERS ASSOCIATION. 2 - FRONTLINE FELLOWSHIP USA BOARD MEMBER 3 - THE HOME CHURCH ALMADEN HILLS - BOARD MEMBER. *667399 - George and Martha Bettisworth; Investment related: Yes; Cupertino, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 2; Property Management:Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-17 |
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