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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
| CA | RA | APPROVED | 2026-02-19 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 07/2016 | 02/2026 |
| Morgan Stanley | Palo Alto | CA | 02/2026 | Present |
*681559 - 418 N Main St.; Investment related: Yes; Sugar Grove, Ohio; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-08 |
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