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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-12 |
| CA | RA | APPROVED | 2024-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Eureka | CA | 02/2016 | 11/2023 |
| Jp Morgan Chase Bank, N.A. | Eureka | CA | 06/2016 | 11/2023 |
| Morgan Stanley | Eureka | CA | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-18 |
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