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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-15 |
| TX | RA | APPROVED | 2023-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 08/2015 | 08/2023 |
| Morgan Stanle | Claremont | CA | 09/2023 | Present |
*622793 - Uber Technologies, Inc.; Investment Related - No; San Francisco, California; Technology; Contractor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 50; Labor/Service *622773 - DoorDash Platform; Investment Related - No; San Francisco, California; Technology; Contractor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 50; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
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