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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
99 Almaden Boulevard Suite 300, San Jose, CA 95113-1603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troon Golf Llc | San Jose | CA | 05/2018 | 08/2020 |
| Morgan Stanley | Cupertino | CA | 06/2021 | 06/2021 |
| Franklin Resources, Inc. | New York | NY | 06/2022 | 08/2022 |
| Neuberger Berman | New York | NY | 06/2023 | 07/2023 |
| Fordham University | Bronx | NY | 08/2020 | 05/2021 |
| Fordham University | Bronx | NY | 08/2022 | 05/2023 |
| Fordham University | Bronx | NY | 08/2021 | 05/2022 |
| Fordham University | Bronx | NY | 08/2023 | 05/2024 |
| Bellarmine College Preparatory | San Jose | CA | 08/2016 | 05/2020 |
| Neuberger Berman | New York | NY | 07/2024 | 01/2026 |
| Rbc Capital Markets, Llc | San Jose | CA | 02/2026 | Present |
| City National Bank | San Jose | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
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