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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| CA | RA | APPROVED | 2026-07-23 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco Waldorf High School | San Francisco | CA | 07/2014 | 06/2017 |
| University Of California, San Diego | La Jolla | CA | 07/2017 | 03/2021 |
| Uc San Diego Geisel Library | La Jolla | CA | 01/2018 | 03/2021 |
| Boston Imperium | Fremont | CA | 06/2020 | 08/2020 |
| Ubs Financial Services | San Francisco | CA | 05/2021 | 06/2026 |
| Morgan Stanley | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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