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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-07-22
CA RA APPROVED 2013-05-02
  • TX RA
    APPROVED_RES
    Since 2016-07-22
  • CA RA
    APPROVED
    Since 2013-05-02

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States

555 California Street 35Th Floor, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 01/2015 Present
Morgan Stanley Private Bank, N.A New York NY 07/2019 Present
  • 01/2015 → Present
    San Francisco, CA
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*500736 - The Olympic Club; Investment related No; San Francisco, California; Recreation; Audit Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 1; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-01
  • S66 Uniform Combined State Law Examination
    2013-05-01

View on SEC IAPD

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