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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-20 |
| TX | RA | APPROVED | 2025-07-20 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yardi Systems | Santa Ana | CA | 12/2015 | 09/2016 |
| Morgan Stanley | Menlo Park | CA | 09/2016 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 12/2018 | 07/2025 |
| Morgan Stanley | San Mateo | CA | 07/2025 | Present |
*650491- Rental Property; Investment related: Yes; Fair Oaks, California; Rental Property; Joint owner of property (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 0; joint owner of property *671387- Rental Property; Investment related: Yes; Rescure, California; Rental Property; HOME OWNER / Rental Property (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-06 |
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