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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-10 |
| CA | RA | APPROVED | 2023-05-01 |
Branch Locations
400 Capitol Mall Suite 1900, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S2K Financial Llc | New York | NY | 08/2016 | 04/2017 |
| International Assets Advisory, Llc | New York | NY | 06/2017 | 01/2018 |
| Unemployed | New York | NY | 01/2018 | 04/2018 |
| H. Beck, Inc. | Bethesda | MD | 04/2018 | 07/2020 |
| Al Insight | Worthington | OH | 04/2018 | 06/2018 |
| Morgan Stanley | Sacramento | CA | 03/2022 | Present |
| Asset Preservation Strategies | San Diego | CA | 09/2020 | 03/2022 |
*557207 - Rental Property; Investment related: Yes; sacramento, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-16 |
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