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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| CA | RA | APPROVED | 2021-01-04 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
Newark, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 02/2020 | Present |
| Sugarie Bake Shop | Pleasanton | CA | 11/2011 | 11/2019 |
| Nordstrom, Inc | San Jose | CA | 10/2019 | 01/2020 |
*393316- Sugarie Bake Shop; Investment related - Yes; Pleasanton, California; Restaurant/Bar/Nightclub; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2013; During business hours: 0; After business hours: 8; decision-maker in purchasing, selling and operations of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-30 |
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