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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
2 Theatre Square Suite 322, Orinda, CA 94563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Orinda | CA | 12/2025 | Present |
| Unemployed | Moraga | CA | 05/2025 | 12/2025 |
| Colorado State University | Fort Collins | CO | 08/2024 | 05/2025 |
| Northwestern Mutual | Walnut Creek | CA | 05/2024 | 08/2024 |
| Colorado State University | Fort Collins | CO | 08/2021 | 05/2024 |
| Home Goods | Moraga | CA | 06/2019 | 01/2021 |
| Unemployed | Moraga | CA | 01/2021 | 08/2021 |
| Student | Moraga | CA | 01/2016 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
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