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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-06 |
| CA | RA | APPROVED | 2022-11-29 |
Branch Locations
3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Santa Rosa | CA | 08/2022 | Present |
| San Lorenzo Garden Center - Probuild | Santa Cruz | CA | 02/2020 | 03/2021 |
| Sonic Internet | Santa Rosa | CA | 04/2021 | 06/2021 |
| Redwood Credit Union | Santa Rosa | CA | 08/2021 | 12/2021 |
| Santa Cruz Institute For Particle Physics | Santa Cruz | CA | 01/2018 | 06/2019 |
| Chalkboard Restaurant | Healdsburg | CA | 07/2015 | 08/2017 |
| Santa Rosa Junior College | Santa Rosa | CA | 08/2011 | 06/2017 |
| University Of California Santa Cruz | Santa Cruz | CA | 10/2017 | 06/2019 |
| Unemployed | Windosr | CA | 01/2022 | 07/2022 |
| Unemployed | Santa Cruz | CA | 06/2019 | 02/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*606379 - BNI; Investment Related - No; Santa Rosa, California; Networking; Leadership Team - Growth Coordinator (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 4; After Business Hours: 4; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-29 |
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