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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| CA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 02/2016 | 12/2018 |
| Western Governors University | Salt Lake City | UT | 03/2014 | Present |
| E*Trade Securities Llc | Cupertino | CA | 12/2018 | 05/2021 |
| E*Trade Capital Management Llc | Cupertino | CA | 06/2020 | 05/2021 |
| E*Trade Securities Llc | Cupertino | CA | 05/2021 | 05/2021 |
| E*Trade Capital Management Llc | Cupertino | CA | 05/2021 | 05/2021 |
| E*Trade Securities Llc | Menlo Park | CA | 05/2021 | 09/2023 |
| E*Trade Capital Management Llc | Menlo Park | CA | 05/2021 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 03/2023 | Present |
*626899 - Mountain View Los Altos Union School District - Mountain View High School - Boys' Varsity Lacrosse team; Investment related-No; Mountain View, California; Education, Recreation, Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-08 |
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