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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-31 |
| CA | RA | APPROVED | 2022-02-07 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Jose | CA | 08/2021 | Present |
| Doordash | San Francisco | CA | 08/2018 | Present |
| Uber | San Francisco | CA | 08/2021 | Present |
| Bay Club | Los Gatos | CA | 06/2018 | 08/2018 |
| Bay Club | Los Gatos | CA | 06/2019 | 08/2019 |
| Los Gatos High School | Los Gatos | CA | 08/2013 | 06/2017 |
| San Diego State University | San Diego | CA | 08/2017 | 05/2021 |
*524264 Rental Property; Investment related - Yes; San Diego, California; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 0.5; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-13 |
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