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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 03/2020 | 10/2021 |
| Stanford University | Stanford | CA | 09/2019 | 01/2020 |
| The Boston Consulting Group (Bcg) | San Francisco | CA | 06/2018 | 10/2019 |
| N/A | San Francisco | CA | 04/2018 | 06/2018 |
| N/A | N/A | CA | 01/2018 | 04/2018 |
| Stanford University | Stanford | CA | 09/2013 | 01/2018 |
| Morgan Stanley | Menlo Park | CA | 06/2026 | Present |
| Pyul Corp D/B/A Lakefront Finance, Lakefront Labs | Redmond | WA | 11/2021 | 12/2024 |
| N/A | Louisburg | NC | 01/2025 | 02/2025 |
| Rbc Bank (Ga) | Raleigh | NC | 02/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
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