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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-26 |
| TX | RA | APPROVED_RES | 2018-09-26 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Francisco | CA | 11/2002 | 11/2016 |
| Myvest | San Francisco | CA | 12/2017 | 09/2018 |
| Morgan Stanley | Walnut Creek | CA | 09/2018 | Present |
| Not Employed | San Francisco | CA | 12/2016 | 11/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
1. Real Estate Rental Property; Investment related; San Francisco, CA; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2012; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-29 |
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