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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-18 |
| CA | RA | APPROVED | 2019-11-10 |
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 |
|---|---|---|---|---|
| Stonerise Capital Partners | San Francisco | CA | 08/2018 | 09/2018 |
| Pizzeria Delfina | Burlingame | CA | 06/2016 | 09/2016 |
| Sam's Chowder House | Half Moon Bay | CA | 07/2018 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 09/2019 | 11/2019 |
| University Of Oregon | Eugene | OR | 09/2015 | 06/2019 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 11/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-09 |
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