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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Jose | CA | 07/2025 | Present |
| Oracle Netsuite | Denver | CO | 09/2023 | 05/2025 |
| Fivetran | Denver | CO | 07/2022 | 09/2023 |
| Zoom Video Communications | Denver | CO | 03/2020 | 07/2022 |
| Zoom Video Communications | San Jose | CA | 06/2019 | 08/2019 |
| Dbi Beverage | San Jose | CA | 01/2019 | 01/2019 |
| Morgan Stanley | San Jose | CA | 06/2018 | 08/2018 |
| Dbi Beverage | San Jose | CA | 06/2017 | 08/2017 |
| University Of Nevada, Reno | Reno | NV | 08/2016 | 06/2017 |
| University Of Nevada, Reno | Reno | NV | 08/2017 | 06/2018 |
| Istituto Universitario Salesiano Venezia | Verona | 08/2018 | 12/2018 | |
| University Of Nevada, Reno | Reno | NV | 01/2019 | 06/2019 |
| University Of Nevada, Reno | Reno | NV | 08/2019 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
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