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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-16 |
| CA | RA | APPROVED | 2019-10-01 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Irvine | CA | 01/2015 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 11/2017 | 10/2019 |
| Bank Of America, N.A. | Menlo Park | CA | 01/2018 | 10/2019 |
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-08 |
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