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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-05
  • CA RA
    APPROVED
    Since 2026-06-05

Branch Locations

4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Pleasanton CA 04/2026 Present
Clearwater Analytics Boise ID 08/2025 02/2026
Clemson University Clemson SC 08/2021 05/2025
California High School San Ramon CA 08/2017 06/2021
Classical Homeschool Day San Ramon CA 08/2013 08/2017
Morgan Stanley Private Bank, N.A New York NY 06/2026 Present
  • 04/2026 → Present
    Pleasanton, CA
  • 08/2025 → 02/2026
    Clearwater Analytics
    Boise, ID
  • 08/2021 → 05/2025
    Clemson University
    Clemson, SC
  • 08/2017 → 06/2021
    California High School
    San Ramon, CA
  • 08/2013 → 08/2017
    Classical Homeschool Day
    San Ramon, CA
  • 06/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-05
  • S66 Uniform Combined State Law Examination
    2026-06-05

View on SEC IAPD

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