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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-07 |
| TX | RA | APPROVED | 2021-05-07 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 01/2018 | 05/2020 |
| Central Pacific Bank | Honolulu | HI | 04/2013 | 01/2017 |
| Homemaker | Mountain View | CA | 02/2017 | 01/2018 |
| Morgan Stanley | Menlo Park | CA | 04/2021 | Present |
| Unemployed | Mountain View | CA | 05/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-19 |
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