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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2365 Iron Point Road Suite 235, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Folsom | CA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Folsom | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Stones Throw; Investment related: No; El Dorado Hills CA; Band participant; Employee (proprietor, partner, officer, director, employee, trustee, agent); Aug 1980; During business hours: 0; After business hours: 5; Live music performances 2.*477231- Rental Property; Investment related -Yes; Shingle Springs, California; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Owner landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-19 |
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