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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-20 |
| CA | RA | APPROVED | 2023-03-01 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 02/2016 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
1. The Porter Club LLC; Investment related; SAN FRANCISCO, CA; Travel advisory; Minority partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 2; Conveying my travel experience/expertise to an eventual full-time staff to support exemplary client itineraries.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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