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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-22 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Napa | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Rental Property;Ventura, CA; Rental; Investment related; Sole Proprietor / Owner / Partner; 05/2017; During business hours: 0; After business hours: 0 2. *439642 - Trust; Investment related - Yes; Portland, Oregon; 05/2021; During business hours: 0.01; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-21 |
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