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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-26 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • 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 | San Francisco | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, OWNER; KAPOLEI, HI; START DATE: 01/2010; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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