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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-01 |
| CA | RA | APPROVED | 2024-04-08 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 01/2024 | 08/2026 |
| Unemployed | San Ramon | CA | 04/2023 | 12/2023 |
| Harvard Business School | San Ramon | CA | 12/2022 | 04/2023 |
| Next Frontier Search/ Jedi Search | San Ramon | CA | 03/2022 | 12/2022 |
| Heroic Public Benefit Corporation | San Ramon | CA | 11/2021 | 02/2022 |
| Unemployed | San Ramon | CA | 02/2021 | 11/2021 |
| California Strength | San Ramon | CA | 12/2020 | 02/2021 |
| San Francisco 49Ers | Santa Clara | CA | 08/2020 | 08/2020 |
| Unemployed | San Ramon | CA | 08/2019 | 08/2020 |
| Oakland Raiders | Alameda | CA | 05/2019 | 08/2019 |
| Indianapolis Colts | Indiananpolis | IN | 05/2014 | 05/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | 08/2026 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 08/2026 | Present |
| Unemployed | San Ramon | CA | 08/2020 | 12/2020 |
*580936 - Football and Basketball Training; Investment related-No; San Ramon, California; Football and Basketball Training; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 6; Coaching middle school to college aged kids *581965 - Kefi Holdings LLC dba Muse Salon; Investment related-Yes; San Ramon, California; Hair Salon; Co-Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 8; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-06 |
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