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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
555 California Street Pwm, San Francisco, CA 94104 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Francisco | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
4) A&K Ranches; Not investment related; San Francisco, CA; Paying bills and Strategy; Shareholder; Start date: 11/2001; During business hours: 0 *982 - Lawson Place Partners LLC; Investment related No; san francisco, CA; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 3; Administrative, Accounting/Bookkeeping, Property Management *890 - Solaris Ranches LLC; Investment related: Yes; San Francisco, California; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Administrative, Property Management *589110 - Big Mossy LLC; Investment related - Yes ; Condon, Oregon ; Agriculture ; Member of LLC(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2024 ; During business hours : 0 ; After business hours : 10 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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