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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED_RES | 2023-09-08 |
Branch Locations
221 Main Street Suite 1340, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Modesto | CA | 10/2012 | 03/2018 |
| Td Ameritrade, Inc. | Omaha | NE | 02/2018 | 03/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2018 | 04/2020 |
| Redwood Credit Union | San Francisco | CA | 12/2018 | 04/2020 |
| Unemployed | San Francisco | CA | 04/2018 | 12/2018 |
| Lpl Financial, Llc | Akron | CA | 05/2020 | 03/2022 |
| Alders Financial Solutions | Novato | CA | 05/2020 | 03/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 07/2022 | 08/2023 |
| Unemployed | San Francisco | CA | 03/2022 | 07/2022 |
| Morgan Stanley | San Francisco | CA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-29 |
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