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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| CA | RA | APPROVED | 2025-06-04 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 03/2025 | Present |
| Thomson Reuters | Eagan | MN | 02/2023 | 01/2025 |
| Leeco Steel | Lisle | IL | 03/2021 | 11/2022 |
| Demoseeker | Los Angeles | CA | 04/2020 | 03/2021 |
| Advanced Bionics | Valencia | CA | 02/2019 | 04/2020 |
| Digital Faces | Los Angeles | CA | 01/2018 | 12/2018 |
| Prospectwise | Santa Monica | CA | 05/2017 | 01/2018 |
| Freelance Marketing | Los Angeles | CA | 12/2016 | 05/2017 |
| Full-Time College Student | Tuscaloosa | AL | 08/2012 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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