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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Dba Jackson Square | San Francisco | CA | 06/2016 | 04/2017 |
| Mufg Union Bank, N.A. | San Francisco | CA | 04/2017 | 07/2018 |
| Union Bank | San Francisco | CA | 04/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2018 | 08/2019 |
| Bank Of America Private Bank | San Diego | CA | 08/2019 | 07/2022 |
| Carmel Capital Partners | San Diego | CA | 07/2022 | 03/2023 |
| Carmel Capital Partners | San Diego | CA | 07/2022 | 03/2023 |
| Morgan Stanley | San Diego | CA | 09/2025 | Present |
| Unemployed | Rancho Santa Fe | CA | 03/2023 | 09/2023 |
| Parente Enterprise Mangement, Inc. | Rancho Santa Fe | CA | 09/2023 | Present |
*663310 - Parente Enterprise Management, Inc; Investment related: Yes; Rancho Santa Fe; California; Mobile Waste Compaction Franchise; Officer (proprietor, partner, officer, director, employee, trustee, agent) 09/23 ; During business hours: 0; After business hours: 0 ; President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
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