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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-08 |
| TX | RA | APPROVED | 2020-06-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 01/2012 | 06/2020 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 01/2012 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Brea | CA | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
Interfaith Food Center Investment related: No Address: 11819 Santa Fe Springs, CA Nature of the other business: Food distribution for homeless and less fortunate families Position/Title/Relationship: Officer Start Date: 03-Jun-2014 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Treasurer *658144 - 7227 Atlantic Blvd; Investment related: Yes; Jacksonville, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2005; During business hours: 0; After business hours: 1; Property Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-01 |
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