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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
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 | 07/2026 | Present |
| Propark Mobility/California Parking Company | San Francisco | CA | 03/2023 | 04/2026 |
| Mai Capital Management | San Mateo | CA | 06/2025 | 08/2025 |
| Roberston Stephens | San Francisco | CA | 07/2024 | 07/2024 |
| Jeff Duerson | San Francisco | CA | 03/2023 | 03/2023 |
| Reef Technology | San Francisco | CA | 08/2023 | 10/2023 |
| Legends Baseball Camps | Strawberry | CA | 06/2022 | 07/2023 |
| Crate And Barrel | Corte Madera | CA | 10/2020 | 04/2021 |
| San Francisco State University | San Francisco | CA | 08/2022 | 05/2026 |
| Terra Linda High School | San Rafael | CA | 08/2018 | 06/2022 |
| Miller Creek Middle School | San Rafael | CA | 06/2016 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-11 |
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