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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| CA | RA | APPROVED | 2026-04-13 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 12/2025 | Present |
| Old Quad Properties | Santa Clara | CA | 06/2024 | 09/2024 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2024 | 06/2025 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2023 | 06/2024 |
| Menlo Asset Management | Menlo Park | CA | 07/2023 | 08/2023 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2022 | 06/2023 |
| Running Revolution | Campbell | CA | 06/2019 | 09/2022 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2021 | 06/2022 |
| Bellarmine College Preparatory High School | San Jose | CA | 08/2017 | 05/2021 |
| St Leo The Great Elementary School | San Jose | CA | 08/2015 | 06/2017 |
| Unemployed | Santa Clara | CA | 06/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
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