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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-21 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 03/2005 | 03/2025 |
| Bank Of America, N.A. | San Mateo | CA | 10/2017 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 03/2025 | Present |
634506 - Rental Property; Investment Related - Yes; San Jose, California; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2023; During Business Hours: 0; After Business Hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
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