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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| CA | RA | APPROVED | 2024-07-19 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 02/2024 | Present |
| Northwestern Mutual | San Jose | CA | 06/2023 | 09/2023 |
| Fulcrum Environmental Resources | Monrovia | CA | 07/2022 | 12/2022 |
| Aj Tutoring | Los Altos | CA | 02/2022 | 12/2022 |
| Self-Employed | San Jose | CA | 07/2016 | Present |
| Santa Monica High School | Santa Monica | CA | 08/2014 | 06/2018 |
| University Of California, Berkeley | Berkeley | CA | 08/2018 | 05/2021 |
*583250 - Self-employed; Investment Related - No; San Jose, California;Education; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2016; During Business Hours: 0; After Business Hours: 20; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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