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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-02-15 |
| CA | RA | APPROVED | 2022-02-04 |
| TX | RA | APPROVED_RES | 2022-02-04 |
Branch Locations
1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597 • United States
Incline Village, NV • United States
6900 S. Mccarran Blvd., Reno, NV 89509 • United States
937 Tahoe Boulevard Suite 201, Incline Village, NV 89451 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Walnut Creek | CA | 06/2009 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2022 |
| Ubs Financial Services.iNc | Wilmington | CA | 02/2022 | Present |
1. Cottage rental, Rental to a tenant, Proprietor / owner, Collect rent on property2/24/2022, Walnut Creek CAUnited States-94595.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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