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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-24 |
| TX | RA | APPROVED | 2017-03-24 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 03/2017 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2008 | 03/2017 |
| Morgan Stanley | Menlo Park | CA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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