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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-26 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Anselmo | CA | 04/2017 | 03/2019 |
| Wells Fargo Clearing Services Llc | San Anselmo | CA | 08/2017 | 03/2019 |
| Wells Fargo Bank Na | San Anselmo | CA | 09/2016 | 03/2017 |
| North Bay Basketball Academy | San Rafael | CA | 06/2017 | 07/2017 |
| Citigroup | San Rafael | CA | 04/2019 | 04/2022 |
| Morgan Stanley | San Francisco | CA | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A. | San Francisco | CA | 04/2022 | Present |
*659965 - Rental Property; Investment related: Yes; san rafael, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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