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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-23 |
| CA | RA | APPROVED | 2017-07-07 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
2365 Iron Point Road Suite 235, Folsom, CA 95630 • 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 Smith Barney Llc | Roseville | CA | 06/2017 | Present |
| Ccrb Basket | Reims | 08/2016 | 05/2017 | |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2017 | Present |
(1) 481531 - Micro-Premie Macro-Love by Melanie Payne; Not Investment Related; El Dorado Hills, CA; Publishing; Author; Start 28-January-2022; During business hours: 0; After business hours: 5. (2) 494639 - Power of Attorney; Investment Related; El Dorado Hills, CA; Start 12-April-2022; During business hours: 1; After business hours: 0. (3) 493166 - Payne Girls Properties LLC; Investment Related; El Dorado Hills, CA; Real Estate; Sole Proprietor / Owner; Start 14-April-2022; During business hours: 0; After business hours: 2; Property Management. (4) 609553 - Maverick Pathway Management LLC; Investment Related; El Dorado Hills, CA; Real Estate; Sole Proprietor / Owner; Start 09-September-2024; During business hours: 0; After business hours: 1; Administrative. (5) 673436 - Vintage Grace Church; Not Investment Related; El Dorado Hills, CA; Civic / Religious Community; Board Member; Start 01-January-2026; During business hours: 0; After business hours: 2; I would be on the finance committee of the Church, no access to bank accounts or investment funds. (6) 640225 - Payne NC Properties; Investment Related; Matthews, NC; Real Estate; Partner; Start 05-February-2026; During business hours: 0; After business hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-06 |
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