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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-19 |
| CA | RA | APPROVED | 2018-09-06 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Itouchless Housewares & Products | San Mateo | CA | 09/2016 | Present |
| The Founder's Investment Corporation | San Mateo | CA | 02/2016 | 09/2016 |
| Cumulus Media | San Francisco | CA | 09/2016 | Present |
| Morgan Stanley | San Mateo | CA | 04/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | Present |
1. *411866 - eBay Seller; Investment related - No; SAN JOSE, California; Sports Memorabilia & Collectibles; GENERAL SELLER (proprietor, partner, officer, director, employee, trustee, agent); 01/2010; During business hours: 0; After business hours: 8; Reseller of Sports Memorabilia & Collectibles *596631 - Rental Property; Investment Related - Yes; Mountain View, California; Rental Property; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 1; Home Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
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