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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-31 |
| TX | RA | APPROVED | 2021-03-31 |
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 |
|---|---|---|---|---|
| Blackrock | New York | NY | 08/2016 | 02/2021 |
| Blackrock Investments, Llc | New York | NY | 09/2016 | 02/2021 |
| Morgan Stanley | Menlo Park | CA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*627524- Pacific Succession Planning LLC; Investment related: No; San Francisco, California; Marketing entity to establish professionalism; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 5; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-09 |
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