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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-05 |
Branch Locations
4309 Hacienda Drive Suite 200, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-05 |
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