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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Jose | CA | 08/2024 | Present |
| Fisher Investments | Camas | WA | 01/2024 | 06/2024 |
| University Of Oregon | Eugene | OR | 10/2022 | 09/2023 |
| Five9 | San Ramon | CA | 06/2023 | 11/2023 |
| Dole | Salinas | CA | 06/2022 | 09/2022 |
| Mathnasium | San Jose | CA | 07/2019 | 08/2019 |
| Mathnasium | San Jose | CA | 09/2018 | 05/2019 |
| Valley Christian High School | San Jose | CA | 09/2015 | 06/2019 |
| Student | Eugene | OR | 09/2019 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-19 |
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