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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| CA | RA | APPROVED | 2011-06-13 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 06/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*457064 - LiftAFinger.org; Investment related: No; Danville, California; Non-Profit; Other (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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