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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 | 2018-02-28 |
Branch Locations
16000 Los Gatos Boulevard, Los Gatos, CA 95032 • United States
401 Fremont Street Suite 200, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Monica | CA | 04/2016 | 02/2018 |
| Morgan Stanley | Beverly Hills | CA | 02/2018 | 08/2020 |
| Morgan Stanley | Los Gatos | CA | 08/2020 | Present |
| Morgan Stanley | Monterey | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-27 |
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