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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-04 |
| CA | RA | APPROVED | 2022-08-02 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Optionshouse | Chicago | IL | 06/2016 | 08/2017 |
| E*Trade Securities Llc | Chicago | IL | 09/2016 | 01/2017 |
| E*Trade Capital Management Llc | Chicago | IL | 01/2017 | 12/2017 |
| E*Trade Securities Llc | San Francisco | CA | 08/2017 | 01/2021 |
| E*Trade Capital Management Llc | San Francisco | CA | 12/2017 | 01/2021 |
| E*Trade Securities Llc | Walnut Creek | CA | 01/2021 | 09/2023 |
| E*Trade Capital Management Llc | Walnut Creek | CA | 01/2021 | 09/2023 |
| Morgan Stanley | Walnut Creek | CA | 08/2022 | Present |
| Morgan Stanley | Walnut Creek | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-07 |
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