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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-20 |
| NV | RA | APPROVED | 2023-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Reno | NV | 06/2018 | Present |
| Deloitte And Touche | San Jose | CA | 08/2017 | 06/2018 |
| Menlo College | Atherton | CA | 08/2013 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*619577 - The Boys and Girls Club of Truckee Meadows; Investment Related - No; Reno, Nevada; Recreation; Young Leaders Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 1; After Business Hours: 3; working with the boys and girls club funraising events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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