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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-19
  • CA RA
    APPROVED
    Since 2025-11-19

Branch Locations

20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • 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 Cupertino CA 03/2025 Present
University Of California, Santa Barbara - Dining Commons Portola Santa Barbara CA 10/2021 12/2021
Kpmg Santa Clara CA 01/2025 03/2025
Ernst And Young San Jose CA 06/2024 08/2024
Unemployed San Jose CA 08/2015 10/2021
University Of California, Santa Barbara Sustainability Office Santa Barbara CA 06/2023 06/2024
Unemployed Santa Barbara CA 01/2022 06/2022
Unemployed San Jose CA 06/2022 09/2022
Unemployed Santa Barbara CA 09/2022 06/2023
Unemployed Santa Barbara CA 09/2024 12/2024
Morgan Stanley Private Bank, N.A New York NY 02/2026 Present
  • 03/2025 → Present
    Cupertino, CA
  • 10/2021 → 12/2021
    University Of California, Santa Barbara - Dining Commons Portola
    Santa Barbara, CA
  • 01/2025 → 03/2025
    Kpmg
    Santa Clara, CA
  • 06/2024 → 08/2024
    Ernst And Young
    San Jose, CA
  • 08/2015 → 10/2021
    Unemployed
    San Jose, CA
  • 06/2023 → 06/2024
    University Of California, Santa Barbara Sustainability Office
    Santa Barbara, CA
  • 01/2022 → 06/2022
    Unemployed
    Santa Barbara, CA
  • 06/2022 → 09/2022
    Unemployed
    San Jose, CA
  • 09/2022 → 06/2023
    Unemployed
    Santa Barbara, CA
  • 09/2024 → 12/2024
    Unemployed
    Santa Barbara, CA
  • 02/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18

View on SEC IAPD

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