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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-26 |
| NY | RA | APPROVED | 2022-12-19 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Angeles | CA | 09/2021 | 11/2022 |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 09/2021 | 11/2022 |
| Bloomingdale's | New York | NY | 06/2017 | 07/2017 |
| Hubspot | Cambridge | MA | 07/2018 | 08/2021 |
| N/A | Los Angeles | CA | 06/2012 | 06/2017 |
| N/A | Los Angeles | CA | 07/2017 | 07/2018 |
| Morgan Stanley | New York | NY | 12/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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