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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
| CA | RA | APPROVED | 2021-09-27 |
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 |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 03/2021 | Present |
| Citibank | Redwood City | CA | 08/2020 | 03/2021 |
| Bank Of America | Rohnert Park | CA | 04/2019 | 07/2020 |
| Sonoma State University | Rohnert Park | CA | 11/2018 | 03/2019 |
| Gamestop Inc. | Santa Rosa | CA | 08/2018 | 10/2018 |
| Sonoma State University | Rohnert Park | CA | 03/2016 | 07/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
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