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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 03/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 04/2018 | 11/2023 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2023 | 09/2025 |
| Morgan Stanley | San Francisco | CA | 09/2025 | Present |
*686268- SMOKY MOUNTAIN RENTALS LLC; Investment related: No; :LAS VEGAS, Nevada; Rental Property; MANAGING MEMBER (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0; Administrative, Property Management *686262- DISNEY RETREAT PROPERTIES; Investment related: Yes; LAS VEGAS, Nevada; Rental Property; MANAGING MEMBER (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0; Administrative:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-10 |
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