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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-08 |
| CA | RA | APPROVED | 2022-06-27 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 01/2022 | Present |
| Heritage Bank Of Commerce | Palo Alto | CA | 02/2021 | 01/2022 |
| First Republic Bank | Menlo Park | CA | 11/2015 | 12/2020 |
*665046- N/A; Investment related: No; San Jose, California; Photography; Self (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 10; Photography
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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