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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-15 |
| CA | RA | APPROVED | 2018-08-09 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 10/2015 | 07/2018 |
| Morgan Stanley | Menlo Park | CA | 07/2018 | Present |
*593796- Dan Di Lulo and Krystia Di Lulo; Investment related: Yes; San Carlos, California; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-09 |
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