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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-05 |
| CA | RA | APPROVED | 2022-09-23 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Roseville | CA | 07/2022 | Present |
| Franklin Templeton Investments | Granite Bay | CA | 06/2021 | 08/2021 |
| Morgan Stanley | Roseville | CA | 06/2019 | 08/2019 |
| Raley's Supermarkets | Granite Bay | CA | 06/2017 | 08/2017 |
| California Polytechnic State University San Luis Obispo | San Luis Obispo | CA | 08/2018 | 06/2022 |
| Granite Bay High School | Granite Bay | CA | 08/2014 | 05/2018 |
| N/A | Granite Bay | CA | 06/2012 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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