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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-04 |
| TX | RA | APPROVED_RES | 2024-11-04 |
Branch Locations
4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliancebernstein Investments, Inc. | Blaine | MN | 12/2007 | 06/2018 |
| Bny Mellon Securities Corporation | New York | NY | 05/2019 | 06/2023 |
| Unemployed | Walnut Creek | CA | 06/2018 | 05/2019 |
| Morgan Stanley | Pleasanton | CA | 09/2024 | Present |
| Unemployed | Walnut Creek | CA | 06/2023 | 09/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
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