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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| CA | RA | APPROVED | 2025-01-27 |
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 | 06/2017 | Present |
| American Girl | Palo Alto | CA | 08/2015 | 06/2017 |
| H&R Block | East Palo Alto | CA | 01/2017 | 04/2017 |
| San Francisco State University | San Francisco | CA | 08/2014 | 05/2019 |
*490436 - Etsy; Investment related -No; East Palo Alto, California; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 12; Sales/Marketing, Labor/Service *491433 - Facebook Marketplace - Online Shop; Investment related -No; East Palo Alto, California; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 4/2022; During business hours: 0; After business hours: 12; Sales/Marketing, Labor/Service *494834- Investment related -No; East Palo Alto, California; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 4/2022; During business hours: 0; After business hours: 8; Extra/Actor/Model
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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