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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Westlake Village | CA | 03/2021 | 10/2025 |
| Jpmorgan Securities Llc | Westlake Village | CA | 03/2021 | 10/2025 |
| Cisco Systems Inc | San Jose | CA | 06/2020 | 08/2020 |
| Cal Poly Corp | San Luis Obispo | CA | 06/2019 | 05/2020 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2016 | 12/2020 |
| Sisu Capital Llc | Mill Valley | CA | 01/2018 | 02/2019 |
| Unemployed | Santa Rosa | CA | 01/2021 | 03/2021 |
| Morgan Stanley | Santa Rosa | CA | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
*673690 - Sweetwater Spectrum; Investment related: No; Sonoma, California; Health and Welfare:Individual Rights and Liberties; Finance Committee:Other:Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-27 |
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