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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| CA | RA | APPROVED | 2020-04-23 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 08/2018 | 07/2019 |
| Menlo College | Atherton | CA | 08/2017 | 08/2018 |
| Kamine Farms | Fresno | CA | 05/2009 | 08/2017 |
| Bank Of America, N.A. | Palo Alto | CA | 10/2018 | 07/2019 |
| Morgan Stanley | Palo Alto | CA | 04/2020 | Present |
| Kamine Farms | Fresno | CA | 08/2019 | 04/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-23 |
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