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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-21 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 09/1978 | 03/2025 |
| Bank Of America, N.A. | Menlo Park | CA | 09/2009 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-23 |
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