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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| CA | RA | APPROVED | 2021-08-02 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Palo Alto | CA | 05/2012 | 05/2018 |
| Morgan Stanley | Menlo Park | CA | 06/2018 | 12/2020 |
| Ubs Financial Services Inc. | San Mateo | CA | 01/2021 | 07/2021 |
| Morgan Stanley | Menlo Park | CA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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