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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-03 |
| CA | RA | APPROVED | 2014-01-02 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 01/2014 | Present |
1.BIRDIES CREATIONS- GREETING CARDS/ PAPER CRAFTING- 1 HOUR AFTER BUSINESS STAMPIN UP - PAPER CRAFTING AND STAMPING- EFFECTIVE 12/2004- 1 HOUR AFTER BUSINESS 2.Tupperware; Investment related - No; Sales; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 1; Selling Tupperware products 3) Stampin' Up; Not investment related; Paper crafting and stamping; Independent Contractor; Start date: 12/2014; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-18 |
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