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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2026-04-20 |
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 | 03/2025 | Present |
| Santa Clara University | Santa Clara | CA | 09/2022 | Present |
| Santa Clara University | Santa Clara | CA | 05/2024 | Present |
| Stanford Graduate School Of Business Executive Education | Stanford | CA | 07/2024 | 09/2024 |
| Farmers Insurance | Redwood City | CA | 06/2022 | Present |
| The Cask Wine And Bar | San Carlos | CA | 06/2023 | 09/2023 |
| Lunardi's Market | San Bruno | CA | 06/2023 | 09/2023 |
| Lulu On Laurel | San Carlos | CA | 08/2021 | 01/2022 |
| Saint Charles School | San Carlos | CA | 08/2015 | 06/2018 |
| Saint Francis High School | Mountain View | CA | 08/2018 | 05/2022 |
*641325 - Santa Clara University; Investment related: No; Santa Clara, California; Technology; Studetn Worker (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 5; After business hours: 25; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-18 |
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