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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 05/2017 | 02/2026 |
| Keller Williams | Scottsdale | AZ | 06/2016 | 05/2017 |
| Bank Of America, N.A. | San Jose | CA | 02/2018 | 02/2026 |
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | Present |
*686570- rental property - Remington; Investment related: Yes; Chandler, Arizona; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2016; During business hours: 0; After business hours: 0; Property Management *686550- Rental property; Investment related: Yes; Cupertino, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0; Property Management *686571- rental property - Rita; Investment related: Yes; Tempe, Arizona; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 0; After business hours: 0; Property Management *686568- rental property - Topaz ave; Investment related: Yes; San Jose, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2018; During business hours: 0; After business hours: 0; Property Management *686572- rental property - campus; Investment related: Yes; Tempe, Arizona; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 0; After business hours: 0; Property Management *686567- Rental Property - Preston drive; Investment related: Yes; San Jose, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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