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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-20 |
| TX | RA | APPROVED | 2021-07-20 |
Branch Locations
2725 Sand Hill Road Pwm, 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 | Glendale | CA | 11/2020 | 05/2021 |
| Bank Of America N.A. | Pasadena | CA | 06/2019 | 11/2020 |
| University Of Southern California | Los Angeles | CA | 08/2017 | 06/2019 |
| Extended Travel | Hong Kong | 05/2019 | 06/2019 | |
| Occidental College | Los Angeles | CA | 08/2015 | 06/2017 |
| Chinese University Of Hong Kong | Sha Tin | 06/2017 | 08/2017 | |
| Morgan Stanley | Menlo Park | CA | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-17 |
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