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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| CT | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 12/2024 | Present |
| Zhongjindayou Capital | Shenzhen | 05/2023 | 11/2023 | |
| Cicc Capital | Shenzhen | 06/2021 | 08/2021 | |
| Shenzhen Leaguer Venture Capital | Shenzhen | 03/2021 | 05/2021 | |
| Babson College | Wellesley Hills | MA | 08/2018 | 06/2022 |
| Henry M. Gunn High School | Palo Alto | CA | 08/2015 | 06/2018 |
| Cornell University | Ithaca | NY | 08/2022 | 05/2023 |
| Unemployed | Newton | MA | 12/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-21 |
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