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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-25 |
Branch Locations
12121 Wilshire Blvd Suite 1250, Los Angeles, CA 90025 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 11/2018 | 03/2021 |
| College Concierge, Inc | Agoura | CA | 08/2016 | 11/2017 |
| Unemployed | Thousand Oaks | CA | 11/2017 | 11/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2018 | 03/2021 |
| Retirement Planners Of America | Woodland Hills | CA | 04/2021 | 04/2022 |
| Wealth Enhancement Group | Los Angeles | CA | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Los Angeles | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
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