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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-27 |
| CA | RA | APPROVED | 2026-07-23 |
Branch Locations
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 06/2013 | 07/2026 |
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 06/2013 | 07/2026 |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
(1) Longfellow Wines LLC / Not Investment Related / Oakland, CA / Winery / Investor / Start 23-Sep-2014 / 0 hours / Silent Partner. (2) Holonic Technologies / Not Investment Related / Atlanta, GA / Artificial Intelligence / Owner, Partner / Start 01-May-2026 / 0-10 hours devoted per week / 0 during trading / AI centric company that my husband and i are investing in a seed round. no responsibility for either of us.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-12 |
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