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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-20 |
| CA | RA | APPROVED | 2020-08-14 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 07/2018 | Present |
| Cielo24 | Santa Barbara | CA | 07/2017 | 02/2018 |
| Pensionmark Financial Group | Santa Barbara | CA | 08/2016 | 06/2018 |
| University Of California, Santa Barbara | Santa Barbara | CA | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-14 |
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