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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-10
CA	RA	APPROVED	2022-02-28

TX RA
APPROVED

Since 2022-03-10
CA RA
APPROVED

Since 2022-02-28

Branch Locations

1400 Page Mill Road, Palo Alto, CA 94304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Palo Alto	CA	01/2021	Present
Pnc	Cleveland	OH	01/2017	12/2020
Case Western Reserve University	Cleveland	OH	08/2012	12/2016

01/2021 → Present

Morgan Stanley Smith Barney Llc

Palo Alto, CA
01/2017 → 12/2020

Pnc

Cleveland, OH
08/2012 → 12/2016

Case Western Reserve University

Cleveland, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-28

S66 Uniform Combined State Law Examination

2022-02-28

View on SEC IAPD

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