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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Mountain View | CA | 03/2023 | 06/2025 |
| Ucla | Los Angeles | CA | 07/2014 | 03/2023 |
| Morgan Stanley | Menlo Park | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-14 |
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