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1760 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-09-15 |
| UT | RA | APPROVED | 2021-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 02/2018 | 03/2021 |
| Morgan Stanley | Menlo Park | CA | 09/2017 | 02/2018 |
| Mccabe & Totah, Llp | San Jose | CA | 07/2016 | 09/2017 |
| Ucla | Los Angeles | CA | 09/2012 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | 03/2021 |
| Kera Capital Partners | Bend | OR | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-23 |
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