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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2024-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 08/2022 | 09/2024 |
| Jaris Inc. | Burlingame | CA | 06/2021 | 08/2021 |
| Merrill Lynch - Bank Of America | Menlo Park | CA | 07/2020 | 01/2021 |
| Pomona College | Claremont | CA | 09/2018 | 05/2022 |
| Serra High School | San Mateo | CA | 08/2014 | 05/2018 |
| Compass Real Estate | San Mateo | CA | 06/2019 | 08/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 09/2024 | Present |
| Unemployed | Burlingame | CA | 06/2018 | 08/2018 |
| Next Level Sporting | San Mateo | CA | 01/2017 | 06/2023 |
| Bank Of America, N.A. | Palo Alto | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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