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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| AZ | RA | APPROVED | 2014-08-20 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
Woodside, CA • United States
Glenbrook, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Menlo Park | CA | 09/1994 | Present |
| Morgan Stanley Smith Barney | Menlo Park | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Ryan Towers; Rental properties; Investment related: Yes; San Mateo, CA; Rental property; owner(proprietor, partner, officer, director, employee, trustee, agent); Jan 1994; During business hours: 0; After business hours: 1 *380972 - Atherton DMC LLC; Investment related ; Jackson, WY; Real Estate; Partnership (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 0. *473045 - Loan; Investment related Yes; Portola Valley, CA; April 2021; During business hours: 00; After business hours: 00 *547047 - Krach Institute for Tech Diplomacy ; Investment related - No ; West Lafayette, Indiana ; Education and technology ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2023 ; During business hours : 0 ; After business hours : 1 ; Join Advisory Council. Very minimal time commitment and no fiduiciary responsibilities *634815 - Bohemian Club Invesment Committee; Investment Related - No; San Francisco, California; Private Club; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2025; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice. *673213 - Jackson & Sons ; Investment related-Yes; Woodside, California; Investment/Finance/Banking, Technology; GP (proprietor, partner, officer, director, employee, trustee, agent); 05/2013; During business hours: 0; After business hours: 0.1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-17 |
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