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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-30
TX RA APPROVED 2024-09-30
  • CA RA
    APPROVED
    Since 2024-09-30
  • TX RA
    APPROVED
    Since 2024-09-30

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • 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
Ameriprise Financial Services, Llc Minneapolis MN 02/2023 09/2024
Full-Time Education Los Gatos CA 08/2014 06/2018
Full-Time Education Boulder CO 08/2018 05/2022
Mc Financial Partners Concord CA 10/2022 01/2023
Unemployed Los Gatos CA 05/2022 10/2022
Morgan Stanley Menlo Park CA 09/2024 Present
  • 02/2023 → 09/2024
    Minneapolis, MN
  • 08/2014 → 06/2018
    Full-Time Education
    Los Gatos, CA
  • 08/2018 → 05/2022
    Full-Time Education
    Boulder, CO
  • 10/2022 → 01/2023
    Mc Financial Partners
    Concord, CA
  • 05/2022 → 10/2022
    Unemployed
    Los Gatos, CA
  • 09/2024 → Present
    Menlo Park, CA
Previous Registrations
Other Businesses

*678788 - EJ Labs LLC; Investment related: Yes; Mountain View, California; Technology; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 2/2026; During business hours: 0; After business hours: 60; Developer of ios app

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-09
  • S66 Uniform Combined State Law Examination
    2024-07-09

View on SEC IAPD

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