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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
| CA | RA | APPROVED | 2017-09-26 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2011 | 07/2017 |
| Bank Of America, N.A. | San Francisco | CA | 03/2016 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 08/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2017 | Present |
1. Rental Property; Investment related; Alameda, CA; Rental; Sole owner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2016; During business hours: 0; After business hours: 0.1; description of duties *438041 - Rental Property; Investment related Yes; San Mateo; CA; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-03 |
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