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Account
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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
Santa Clara, CA • United States
Tuolumne, CA • United States
305 Lytton Avenue, Palo Alto, CA 94301 • United States
305 Lytton Avenue, Palo Alto, CA 94301 • United States
400 S. El Camino Real Suite 900, San Mateo, CA 94402 • United States
355 Santana Row Suite 2050, San Jose, CA 95128 • United States
305 Lytton Avenue, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 06/2006 | 02/2022 |
| Morgan Stanley | San Jose | CA | 03/2022 | 06/2025 |
| Morgan Stanley | Los Gatos | CA | 05/2023 | 06/2025 |
| Ubs Financial Services Inc. | Palo Alto | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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