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Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Tesla | Fremont | CA | 09/2016 | 02/2017 |
| Morgan Stanley | Walnut Creek | CA | 04/2017 | 09/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 09/2022 |
| Page Capital Private Wealth Management, Llc | Walnut Creek | CA | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2017 | 09/2022 |
Saint Mary's Elementary School Finance Board Commitee. Not Investment Related. 1158 Bont Lane, Walnut Creek, CA 94596. Board. 11/31/2023. 2 HRS /Per Quarter. 0 HRS/Trading HRS. Budgeting, Reconciliation, create/run programs designed to help with school upgrades, maintenance, and salary increases for teachers to help retain talent. Board Member position is unpaid and strictly voluntary. Additional duties include, review financials, discuss tuition increases, review capital plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
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