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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2022-10-21
GA RA APPROVED 2022-09-30
TX RA APPROVED 2022-07-01
CA RA APPROVED 2020-12-19
  • NV RA
    APPROVED
    Since 2022-10-21
  • GA RA
    APPROVED
    Since 2022-09-30
  • TX RA
    APPROVED
    Since 2022-07-01
  • CA RA
    APPROVED
    Since 2020-12-19

Branch Locations

4500 Bohannon Drive, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Menlo Park CA 07/2020 Present
Yai Ca Start San Jose CA 11/2019 Present
Momentum For Mental Health San Jose CA 11/2010 11/2019
Autism Living Leisure Education And Nurturing San Jose CA 08/2015 09/2017
Morgan Stanley Private Bank, N.A. New York NY 01/2021 Present
  • 07/2020 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 11/2019 → Present
    Yai Ca Start
    San Jose, CA
  • 11/2010 → 11/2019
    Momentum For Mental Health
    San Jose, CA
  • 08/2015 → 09/2017
    Autism Living Leisure Education And Nurturing
    San Jose, CA
  • 01/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
  • S66 Uniform Combined State Law Examination
    2020-12-19

View on SEC IAPD

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