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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 04/2024 | Present |
| Deloitte | San Francisco | CA | 08/2022 | 10/2023 |
| Unemployed | Orange | CA | 08/2014 | 08/2022 |
| Unemployed | San Francisco | CA | 10/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-06 |
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