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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-25 |
| TX | RA | APPROVED_RES | 2023-04-17 |
Branch Locations
4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Menlo Park | CA | 06/2009 | 11/2017 |
| Morgan Stanley | Pleasanton | CA | 12/2020 | Present |
| Unemployed | Castro Valley | CA | 12/2017 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
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