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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-16
CA RA APPROVED 2020-05-18
  • TX RA
    APPROVED
    Since 2020-06-16
  • CA RA
    APPROVED
    Since 2020-05-18

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States

555 California Street Pwm, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Menlo Park CA 01/2020 Present
J.P. Morgan Chase Private Bank New York City NY 07/2015 05/2018
Unemployed New York City NY 06/2018 12/2019
  • 01/2020 → Present
    Menlo Park, CA
  • 07/2015 → 05/2018
    J.P. Morgan Chase Private Bank
    New York City, NY
  • 06/2018 → 12/2019
    Unemployed
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-18
  • S66 Uniform Combined State Law Examination
    2020-05-18

View on SEC IAPD

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