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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2015-05-01 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
Manhattan Beach, CA • 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 | Los Angeles | CA | 05/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | Present |
*231280- Countryview LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231278- Roseside 2 LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231279- Cityview LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231277- Roseside 1 LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *325109- The L. Greg Fullmer Revocable Trust; Investment related No; Manhattan Beach, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1; *455859 - Trust; Investment related - Yes; Rexburg , Idaho; 09/2021; During business hours: 5; After business hours: 5 *456627- Trust; Investment related Yes; Manhattan Beach, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice *455858- Estae; Investment related -Yes; Rexburg, Idaho; Estate; Successor Role; Activity start month/year; During business hours: 1; After business hours: 9; *456630- Trust; Investment related Yes; Manhattan Beach, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
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