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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
111 W.OCean Blvd. 4Th Floor, Long Beach, CA 90802 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 11/2007 | 05/2020 |
| Bank Of America N.A. | Long Beach | CA | 12/2014 | 05/2020 |
| Seacrest Wealth Management, Llc | Long Beach | CA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
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