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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
400 Capitol Mall Suite 1900, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sacramento | CA | 12/2025 | Present |
| Vacaville Unified School District | Vacaville | CA | 02/2023 | 12/2025 |
| Lululemon Athletica | Berkeley | CA | 03/2022 | 02/2023 |
| Litmus Software Inc. | Cambridge | MA | 09/2021 | 02/2022 |
| Lululemon Athletica | Berkeley | CA | 05/2018 | 08/2021 |
| Lululemon Athletica | Berkeley | CA | 10/2017 | 02/2018 |
| University Of California, Berkeley | Berkeley | CA | 08/2016 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | Present |
*674374- Vacaville High School; Investment related: No; Vacaville, California; Public Schools; Coach (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 48; Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
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