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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2024-03-06 |
| CA | RA | APPROVED | 2024-02-05 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 10/2023 | Present |
| Relyance Ai | San Ramon | CA | 03/2023 | 07/2023 |
| Retain.aI | San Francisco | CA | 07/2021 | 03/2023 |
| Liveramp | San Francisco | CA | 08/2016 | 06/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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