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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| CA | RA | APPROVED | 2025-07-25 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 01/2025 | Present |
| Cornell University | Ithaca | NY | 08/2019 | 05/2023 |
| Georgetown University | Washington | DC | 07/2023 | 05/2024 |
| St. Ignatius College Preparatory | San Francisco | CA | 08/2015 | 05/2019 |
| San Francisco Giants | San Francisco | CA | 06/2022 | 10/2022 |
| Unemployed | San Mateo | CA | 06/2024 | 12/2024 |
*624426 - Norcal Fusion; Investment Related - No; Corte Madera, California; Softball coach; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 30; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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