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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| CA | RA | APPROVED | 2017-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Santa Cruz | CA | 05/2015 | 03/2017 |
| Morgan Stanley | San Mateo | CA | 03/2017 | 08/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | Present |
| Morgan Stanley | Scotts Valley | CA | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-10 |
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