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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| CA | RA | APPROVED | 2018-01-19 |
Branch Locations
555 Main Street Suite 100, Chico, CA 95928 • United States
2365 Iron Point Road Suite 235, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chico | CA | 10/2017 | 02/2018 |
| In Pursuit Of, Llc | Arlington | VA | 01/2017 | 10/2017 |
| Americans For Prosperity Foundation | Arlington | VA | 10/2011 | 12/2016 |
| Morgan Stanley | Chico | CA | 02/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
1. LeTip Club of Paradise; Not Investment related; Business networking; President (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 1; After business hours: 1; Running the weekly morning meeting, taking attendance and other related duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
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