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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-21 |
| CA | RA | APPROVED | 2021-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center For Oral And Facial Surgery | San Deigo | CA | 03/2015 | 11/2017 |
| Morgan Stanley | La Mesa | CA | 11/2017 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
| Morgan Stanley | La Jolla | CA | 08/2024 | Present |
*535775 - C&L Land Company; Investment related Yes; Santee, California; Rental Property, Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 2; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-06 |
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