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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-04 |
| CA | RA | APPROVED | 2021-04-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 11/2020 | Present |
| United States Marine Corps Reserves | Hillsborough | CA | 06/2020 | Present |
| United States Marine Corps | Quantico | VA | 06/2019 | 06/2020 |
| Franklin Templeton | San Mateo | CA | 06/2018 | 08/2018 |
| Morgan Stanley | Burlingame | CA | 06/2017 | 08/2017 |
| Peninsula Golf & Country Club | San Mateo | CA | 08/2020 | 01/2021 |
| California Polytechnic State University | San Luis Obispo | CA | 08/2016 | 06/2017 |
| California Polytechnic State University | San Luis Obispo | CA | 08/2017 | 06/2018 |
| California Polytechnic State University | San Luis Obispo | CA | 08/2018 | 06/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*435893 - United States Marine Corps Reserves; Investment Related - No; New Orleans, Louisiana; Military; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2020; During Business Hours: 2; After Business Hours: 16; Commissioned USMC Intelligence and Aviation C2 Operations Officer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-18 |
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