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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-12-15 |
| CA | RA | APPROVED | 2017-03-24 |
| TX | RA | APPROVED | 2017-03-24 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
Incline Village, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | San Francisco | CA | 03/2009 | 03/2017 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 03/2017 |
| Morgan Stanley | Menlo Park | CA | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New Yorj | NY | 04/2017 | Present |
*464786 - Kramerica Industries LLC; Investment related - No; CHEYENNE, Wyoming; Manager (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 0; After business hours: 0; Investment Decisions/Advice *669750- Elevation Properties; Investment related: Yes; Incline Village, Nevada; Real Estate; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 4; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-29 |
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