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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-10 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Palo Alto | CA | 05/2011 | 05/2019 |
| E*Trade Securities Llc | Palo Alto | CA | 05/2011 | 05/2019 |
| Morgan Stanley | San Mateo | CA | 05/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | Present |
*522232 - Yoga Flow; Investment related: No; San Francisco, California; Yoga Teacher; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 4; Teaching yoga *583798 - San Francisco Skate Club; Investment related-No; San Francisco, California; Civic/Religious/Community, Education, Recreation; Advisory Board, Board Member, Officer, Fundraising, Social Justice & Outreach Committees (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 4; Administrative, Business Development/Growth, Fundraising *604297 - The Yogi Trademark (Indie Film); Investment Related - No; San Francisco, California; Movie/Entertainment; Actor/Extra(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 1; Actor/Extra
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-02 |
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