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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| CA | RA | APPROVED | 2017-01-17 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seal Beach | CA | 03/1985 | 01/2017 |
| Bank Of America, N.A. | Seal Beach | CA | 09/2009 | 01/2017 |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 01/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | Present |
REntal property; Long Beach, CA; Investment related; Sole Proprietor / Owner / Partner; landlord; 2005; 0,2 *683152 - carole Ann nero; Investment Related - Yes; long Beach, California; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2026; During Business Hours: 0; After Business Hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-03 |
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