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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-05 |
| CA | RA | APPROVED | 2014-03-03 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • 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 | San Mateo | CA | 02/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. FILLMORE STREET APARTMENTS LLC; SAN FRANCICSO, CA; PASSIVE INVESTOR; REAL ESTATE INVESTMENT; CO-OWNER; START DATE 09/2008; 1 HR PER MONTH; 0 HRS DURING TRADING** 2. MLW PARTNERSHIP; LIMITED MEMBER; INVESTING IN REAL ESTATE; PASSIVE INVESTOR; NO TIME SPENT DURING AND AFTER BUSINESS; 12/2012** 3. FRANKLIN VISTA LLC; INVESTING IN REAL ESTATE; LIMITED MEMBER ON THE INVESTMENT COMMITTEE; 03/2014** 5. SPRING TIDE LLC; INVESTING IN REAL ESTATE; LIMITED MEMBER PASSIVE INVESTOR; NO TIME SPENT DURING AND AFTER BUSINESS; 05/2013 7. PRIVATE COMPANY; NAME NIX 94123; REAL ESTATE INVESTING; AS OF 07/2014; AFTER BUSINESS HOURS 1. 8. FAB 4 CAPITAL, LLC, OWNER; REAL ESTATE INVESTMENT; SAN FRANCISCO, CA; START DATE: 07/2016; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-3; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-16 |
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