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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| CA | RA | APPROVED | 2025-12-19 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Jose | CA | 10/2025 | Present |
| Wordout | Los Gatos | CA | 01/2023 | 01/2025 |
| Unemployed | Los Gatos | CA | 01/2025 | 09/2025 |
| Synthesis School | Los Gatos | CA | 07/2021 | 10/2022 |
| Unemployed | Los Gatos | CA | 11/2022 | 12/2022 |
| Workboard | Redwood City | CA | 01/2020 | 08/2021 |
| Unemployed | Los Gatos | CA | 08/2019 | 12/2019 |
| Dor, Inc | San Francisco | CA | 01/2019 | 08/2019 |
| Fastly | San Francisco | CA | 02/2014 | 09/2017 |
| University Of Berkeley | Berkeley | CA | 10/2017 | 12/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*670520 - First Hyperion LLC; Investment related: Yes; Cheyenne, Wyoming; Investment/Finance/Banking:Technology:Other - This is a passive investment holding company; Officer:Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 0; I am the Member in charge of this entity *670517 - Learn Sensemaking, LLC; Investment related: No; Los Gatos, California; Education:Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 1; I am the owner of this entity. *670511 - Guimarin Group, LLC; Investment related: Yes; Los Gatos; California; Technology, Consulting; Board Member, Other, Investor (proprietor, partner, officer, director, employee, trustee, agent) 08/19 ; During business hours: 0; After business hours: 0 ;Member/Manager in LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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