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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-09-06 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
650 Castro Street Suite 105, Mountain View, CA 94041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palo Alto | CA | 09/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)Juraka Holdings LLC; Investment related: Yes; Los Altos, CA; Rental property; Landlord/owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2012; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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