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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-17 |
Branch Locations
350 5Th Avenue Suite 3110, New York, NY 10118 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Little Falls | NJ | 11/2019 | 03/2022 |
| Goldman Sachs & Co. | Jersey City | NJ | 01/2016 | 10/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2022 | 03/2024 |
| Aspiriant, Llc | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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