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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-28 |
| CA | RA | APPROVED | 2023-03-21 |
Branch Locations
2725 Sand Hill Road, Menlo Park, CA 94025 • United States
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc. | Milpitas | CA | 11/2005 | 01/2023 |
| Adp Inc. | Milpitas | CA | 11/2005 | 01/2023 |
| Morgan Stanley | Menlo Park | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-31 |
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