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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-30 |
Branch Locations
1499 N Main St, Walnut Creek, CA 94596 • United States
585 San Ramon Valley Blvd, Danville, CA 94526 • United States
3402 Camino Tassajara, Danville, CA 94506 • United States
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pleasanton | CA | 12/2016 | 09/2019 |
| Oil And Gas Technical And Management Consulting | Danville | CA | 02/2016 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 09/2019 |
| Citigroup | Dublin | CA | 10/2019 | 06/2022 |
| Wells Fargo Calearing Services, Llc | Walnut Creek | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
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