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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 03/2017 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2008 | 03/2017 |
| Morgan Stanley | Menlo Park | CA | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-14 |
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