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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2017-10-09 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Benicia | CA | 04/2010 | 09/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Livermore | CA | 07/2010 | 09/2017 |
| John Hall | Fairfield | CA | 02/2012 | 09/2017 |
| Morgan Stanley | Menlo Park | CA | 10/2017 | Present |
*408114 - Power of Attorney; Investment related Yes; Vega, TX; May 2020; During business hours: 0; After business hours: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
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