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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| CA | RA | APPROVED | 2024-06-05 |
| OR | RA | APPROVED | 2024-01-29 |
Branch Locations
2725 Sand Hill Road, Menlo Park, CA 94025 • United States
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 05/2023 | Present |
| Willamette University | Salem | OR | 09/2021 | 05/2024 |
| Roth's Fresh Markets | Salem | OR | 06/2022 | 08/2022 |
| Northwestern Mutual | Salem | OR | 05/2022 | 04/2023 |
| Miller-Ferrari Wealth Management | Bend | OR | 05/2021 | 08/2021 |
| Newport Market | Bend | OR | 07/2015 | 08/2021 |
| Courtside Racket Sports Llc | Bend | OR | 05/2019 | 04/2020 |
| Speedy Racket Stringing | Bend/Salem | OR | 06/2020 | 07/2024 |
| Willamette University | Salem | OR | 08/2019 | 05/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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