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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rnp Advisory Services, Inc. | Morgan Hill | CA | 12/2015 | 06/2020 |
| Foothill Securities Inc. | Morgan Hill | CA | 03/2015 | 12/2016 |
| Securities America, Inc. | Morgan Hill | CA | 12/2016 | 05/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 06/2020 | 11/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 07/2025 |
| Morgan Stanley Smith Barney Llc | San Jose | CA | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*653783 - Downtown Professional Building LLC; Investment related: Yes; Morgan Hill, California; Real Estate; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 8; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-27 |
| S66 | Uniform Combined State Law Examination | 2016-10-03 |
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