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438 Cambridge Avenue Suite 100, Palo Alto, CA 94306-1404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-27 |
Branch Locations
438 Cambridge Avenue Suite 100, Palo Alto, CA 94306-1404 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 03/2019 |
| Unemployed | Los Angeles/Palo Alto | CA | 06/2016 | 10/2016 |
| Morgan Stanley | Gilbert | AZ | 03/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | Present |
| Mayfield Advisors | Palo Alto | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
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