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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
2882 Sand Hill Road Suite 200, 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 | 08/2025 | Present |
| Unemployed | Saratoga | CA | 08/2024 | 08/2025 |
| Genentech | South San Francisco | CA | 06/2024 | 08/2024 |
| Unemployed | Saratoga | CA | 08/2021 | 06/2024 |
| The Jay Koo Academy | Saratoga | CA | 06/2021 | 08/2021 |
| Shiffon Co. | Los Altos Hills | CA | 08/2020 | 06/2021 |
| Redwood Middle School | Saratoga | CA | 08/2015 | 08/2017 |
| Smith College` | Northampton | MA | 08/2021 | 05/2025 |
| Saratoga High School | Saratoga | CA | 08/2017 | 06/2021 |
*657669 - JCL Enterprise LLC; Investment Related: Yes; Saratoga, California; Rental Property, Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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