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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
| CA | RA | APPROVED | 2024-05-31 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 12/2023 | Present |
| Judicial Council Of California | San Francisco | CA | 10/2019 | 04/2023 |
| Civic Edge Consulting | San Francisco | CA | 08/2018 | 09/2019 |
| City And County Of San Francisco | San Francisco | CA | 02/2018 | 07/2018 |
| Bmwl& Partners | San Francisco | CA | 03/2017 | 02/2018 |
| Kimberly Ellis For California Democratic Party Chair | Oakland | CA | 12/2016 | 05/2017 |
| Emerge America | San Francisco | CA | 06/2016 | 12/2016 |
| Unemployed | San Francisco | CA | 04/2021 | 12/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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