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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-24
CA RA APPROVED 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2025-03-24
  • CA RA
    APPROVED
    Since 2022-10-21

Branch Locations

6004 La Madrona Drive, Santa Cruz, CA 95060 • 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
OrganizationCityStateFromTo
Morgan Stanley Scotts Valley CA 08/2022 Present
Deanza College Cupertino CA 04/2011 Present
Dell Exotic Auto Works Campbell CA 02/2017 06/2018
Borelli Motorsports San Jose CA 11/2015 02/2017
Morgan Stanley Private Bank, N.A New York NY 11/2022 Present
  • 08/2022 → Present
    Scotts Valley, CA
  • 04/2011 → Present
    Deanza College
    Cupertino, CA
  • 02/2017 → 06/2018
    Dell Exotic Auto Works
    Campbell, CA
  • 11/2015 → 02/2017
    Borelli Motorsports
    San Jose, CA
  • 11/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2022-10-21

View on SEC IAPD

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