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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-14 |
| TX | RA | APPROVED_RES | 2023-04-14 |
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 |
|---|---|---|---|---|
| Mml Investors Services | Beverly Hills | CA | 01/2015 | 12/2016 |
| Morgan Stanley | Los Angeles | CA | 01/2017 | 04/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2017 | Present |
| Bank Of America N.A. | Los Angeles | CA | 06/2023 | Present |
I*1261306 For profit or not for profit: For profit Name of outside business organization: Rental Property 1 Investment related: NoAddress of business: Los Angeles, California 90026 Position, title, association: Sole owner Start date of relationship: 1/17/2017 Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Airbnb I*2929320, Entity Type: Entity For Profit, Name of OBA: 208 W Street LLC, Address: East Walpole, Massachusetts, 02032, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 09/30/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: None, Property inherited from my late wife, and joint ownership now with in laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-23 |
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