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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| WA | RA | APPROVED | 2025-01-03 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bothell | WA | 02/2018 | 06/2019 |
| Unemployed | Princeton | NJ | 10/2016 | 01/2018 |
| North Shore Technology Inc. | Chengdu | 02/2011 | 10/2016 | |
| J.P. Morgan Securities Llc | Bellevue | WA | 12/2019 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 12/2019 | 09/2021 |
| Axa Advisors, Llc | Bellevue | WA | 07/2019 | 11/2019 |
| Ubs Financial Services Inc. | Bellevue | WA | 09/2021 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Bellevue | WA | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
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