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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company | San Francisco | CA | 09/2016 | 08/2024 |
| Govyrl, Inc. | Irvine | CA | 05/2016 | 09/2016 |
| Morgan Stanley Smith Barney Llc | Burlingame | CA | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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