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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-13 |
| CA | RA | APPROVED | 2020-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 06/2009 | Present |
1.LOGISTICS ADVANCES RESEARCH CENTER INC, BOARD MEMBER; TECHNOLOGY FOR LOGISTICS COMPANY; START DATE: 07/2016; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 3; NOT INVESTMENT RELATED; SAN JOSE, CA; 2. *73446 - Moreland School District; Investment related - No; San Jose, California; Public Schools; Board of Trustees (proprietor, partner, officer, director, employee, trustee, agent); Apr 2011; During business hours: 5; After business hours: 5. 3. *407762 - Saratoga Federated Church; Investment related: No; saratoga, California; Religious; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 1; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-14 |
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