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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-13 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • 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 Llc | Sherman Oaks | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. CAMPBELL HALL; 4533 LAUREL CYN BLVD VALLEY VILLAGE, CA; K-12 COLLEGE PREPARTORY SCHOOL; ON THE FINANCE OR INVESTMENT COMMITTEE; 0 AFTER BUSINESS HOURS; 1 DURING BUSINESS HOURS; 09/2012 2.*459840- Bray Street Partners; Investment related -Yes; Tarzana, California; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-31 |
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