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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-05 |
| NV | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | San Francisco | CA | 05/2015 | 12/2016 |
| Bank Of The West | San Francisco | CA | 05/2015 | 12/2016 |
| E*Trade Securities Llc | Palo Alto | CA | 12/2016 | 01/2021 |
| E*Trade Capital Management Llc | Palo Alto | CA | 12/2016 | 01/2021 |
| E*Trade Securities Llc | Menlo Park | CA | 01/2021 | Present |
| E*Trade Capital Management Llc | Menlo Park | CA | 01/2021 | Present |
| Morgan Stanley | Menlo Park | CA | 03/2023 | Present |
| Morgan Stanley | Menlo Park | CA | 09/2023 | Present |
| Morgan Stanley | Menlo Park | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-16 |
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