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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 405054 - El.Skel Enterprises LLC / Investment Related Yes / Los Angeles, CA / Music, Art, Fashion / Partner / Start July 2020 / During business hours: 0 / After business hours: 10 / Investor. (2) 66794 - IWI, Investments & Wealth Institute / Not Investment Related / Greenwood Village: CO / Professional Organization / Guest Lecturer / Start March 2012 / During Business Hours: 10 / After Business Hours: 0 / Lecturing on a variety of Investment Management Consulting Topics, primarily fiduciary education. (3) 673694 - TLS Enterprises / Investment Related / Newport Beach, CA / Art, Culture, Real Estate, Retail Online Stores / Officer, Investor, Partner / Start March 2026 / During business hours: 0 / After business hours: 2 / Accounting, Bookkeeping, Administrative, COO type of stuff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-21 |
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