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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-07 |
| HI | RA | APPROVED | 2022-07-07 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Honolulu | HI | 03/2011 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Honolulu | HI | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2022 | Present |
1) 508281 - Indy Five-0 LLC; Investment Related - Yes; Honolulu, Hawaii; Real Estate; Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2015; During Business Hours: 2; After Business Hours: 0; Administrative. 3)*507342 - Ikaika Hawaii; Investment related No; Honolulu, Hawaii; Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 4; After business hours: 0; Administrative *508278 - Ohana Housing USA; Investment related: No; Honolulu, Hawaii; Charitable; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 2; After business hours: 0; Administrative * 507339 - Rental Property; Investment related: Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 2; After business hours: 0; Administrative * 507340- Rental Property; Investment related: Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 2; After business hours: 0; Administrative * 506453 - Rental Property; Investment related: Yes; Honolulu, Hawaii; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2014; During business hours: 1; After business hours: 0; Administrative *509672 - Eagle Management LLC; Investment related: Yes; Honolulu, Hawaii; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 2; After business hours: 0; Administrative *522348 - Rental property; Investment related: Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 2; After business hours: 0; Administrative *529683- Rental Property; Investment related-Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 2; After business hours: 0; Administrative *546685 - RENTAL PROPERTY; Investment related Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 2; After business hours: 0; Administrative. *508279- Mauka Makai Holdings LLC; Investment related: Yes; Cheyenne, Wyoming; Pass through entity for investment real estate net rent; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 2; After business hours: 0; Administrative *568764- RENTAL PROPERTY - 200; Investment related Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 2; After business hours: 0; Administrative *672272- 1615 S. Center; Investment related-Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 1; After business hours: 2;Administrative 672275- 1604 S 5th; Investment related-Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 1; After business hours: 2; Administrative *685025- Real Estate; Investment related: Yes; Terre Haute, Indiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 1; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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