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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-19 |
| CA | RA | APPROVED | 2021-01-20 |
Branch Locations
1400 Page Mill Road, Palo Alto, CA 94304 • United States
San Ramon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Mateo | CA | 07/2016 | 01/2021 |
| Morgan Stanley | Palo Alto | CA | 01/2021 | Present |
*492404 - Trust; Investment related Yes; Boynton Beach, Florida; Trustee/Co-Trustee; 03/2010; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-19 |
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