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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
| CA | RA | APPROVED | 2026-01-07 |
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 |
|---|---|---|---|---|
| First Republic Bank | Palo Alto | CA | 06/2002 | 06/2023 |
| Flagtar Private Bank | Palo Alto | CA | 06/2023 | 11/2025 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-13 |
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-15 |
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