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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-09 |
| CA | RA | APPROVED | 2019-08-30 |
Branch Locations
Carmichael, CA • United States
400 Capitol Mall Suite 1900, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sacramento | CA | 06/2019 | Present |
| Insight Global | San Francisco | CA | 09/2014 | 01/2019 |
| Unemployed | San Francisco | CA | 01/2019 | 06/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | Present |
*688178- IHSS; Investment related: No; Sacramento, California; Elder Care; caregiver (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 90; caregiving
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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