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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
221 Main Street Suite 1340, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | San Francisco | CA | 09/2014 | 07/2017 |
| E*Trade Capital Management Llc | San Francisco | CA | 09/2014 | 08/2017 |
| Ikea | Emeryville | CA | 01/2016 | 07/2017 |
| Citigroup | San Francisco | CA | 07/2017 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2021 | 06/2026 |
| Bank Of America, N.A. | San Francisco | CA | 07/2021 | 06/2026 |
| Morgan Stanley | San Francisco | CA | 06/2026 | Present |
*698487 - Best Buy; Investment Related - No; emeryville, California; Retail/Online Stores; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2022; During Business Hours: 0; After Business Hours: 8; Customer Service *699090 - pyramid pleasanton management LP; Investment Related - No; pleasanton, California; Retail/Online Stores; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 4; After Business Hours: 0; Labor/Service *702454 - Rejuvenation/ William Sonoma; Investment Related - No; Berkeley, California; Retail/Online Stores; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2023; During Business Hours: 0; After Business Hours: 1; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
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