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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED | 2024-11-15 |
Branch Locations
50 W San Fernando St Ste 1500 [Ka-Rbo], San Jose, CA 95113 • 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 | Gatos | CA | 01/2015 | 11/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 11/2024 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2015 | Present |
SOD FARM BUSINESS; INV RELATED; IAUHINA, HI; 100% OWNERSHIP; START DATE 1/1/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING; SELL SOD TO MAKE INCOME FROM PROPERTY. MAKILA HOA; NOT INV RELATED; IAHAINA, HI; BOARD MEMBER; START DATE 7/12/2024; 1 HR PER MONTH; 0 HRS DURING TRADING; ATTENDING MEETINGS, DISCUSS AND VOTE ON LAWN MAINTENANCE, EASEMENT VIOLATIONS, AND ANNUAL BUDGET. RENTAL PROPERTY; INV RELATED; LAHAINA, HI; 100% OWNERSHIP; START DATE 5/1/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-24 |
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