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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CA | RA | APPROVED | 2013-10-02 |
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 | 09/2013 | Present |
1.AIR B & B UPSTAIRS IN PRIM RES/ EFF DATE 7/2016/ FUNDS PLACED IN REV TRUST/ SOLE PROPRIETOR/ 1 HR OUTSIDE BIZ HOURS 2.*489124 - Wayfinder Life Coach; Investment related yes; San Bruno, California; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 1; After business hours: 2; Life Coach - Wayfinder coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-07 |
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