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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| CA | RA | APPROVED | 2022-09-21 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 09/2016 | 12/2021 |
| University California Davis | Davis | CA | 10/2014 | 09/2016 |
| Bank Of America, N.A. | San Jose | CA | 11/2017 | 12/2021 |
| Morgan Stanley | Palo Alto | CA | 08/2022 | Present |
| Unemployed | Millbrae | CA | 01/2022 | 07/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-27 |
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