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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
| CA | RA | APPROVED | 2023-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 08/2021 | Present |
| Bmo Family Office | Palo Alto | CA | 08/2019 | 07/2021 |
| California People Service | Palo Alto | CA | 11/2018 | 08/2019 |
| Lunera Lighting | Santa Clara | CA | 02/2018 | 09/2018 |
| Robert Half International | Santa Clara | CA | 12/2017 | 01/2018 |
| Hilton Worldwide | San Jose | CA | 05/2017 | 09/2017 |
| Simon Property Group | Palo Alto | CA | 10/2013 | 05/2017 |
*678558- Backlit People LLC; Investment related: No; Kaysville, Utah; Art/Culture, Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 1; After business hours: 47; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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