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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-13 |
| TX | RA | APPROVED | 2024-06-13 |
Branch Locations
2775 Sand Hill Road Suite 120, 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 Jose | CA | 07/2019 | 06/2024 |
| New York Yankees | New York | NY | 06/2018 | 05/2019 |
| St. Mary's College Of California | Moraga | CA | 08/2014 | 05/2018 |
| Crema Properties | San Jose | CA | 09/2018 | 02/2019 |
| College Park Baseball | San Jose | CA | 09/2018 | 11/2018 |
| Self-Employed | San Jose | CA | 10/2018 | 02/2019 |
| St. Mary's College Of California | Moraga | CA | 09/2017 | 12/2017 |
| Unemployed | San Jose | CA | 06/2019 | 06/2019 |
| Bank Of America, N.A. | San Jose | CA | 09/2019 | 06/2024 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
*601965 - Bellarmine College Preparatory; Investment Related - No; San Jose, California; Education; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 30; Coaching. *601966 - College Park Baseball; Investment related: No; San Jose, California; Athletics; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 10; Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-06 |
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