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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-27 |
| TX | RA | APPROVED | 2021-03-27 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 04/2013 | 06/2017 |
| Morgan Stanley Private Bank, National Association | Beverly Hills | CA | 01/2015 | 06/2017 |
| Wells Fargo Clearing Services | Westlake Village | CA | 06/2017 | 07/2019 |
| Wells Fargo Bank | Westlake Village | CA | 06/2017 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 07/2019 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 07/2019 | Present |
Entity Name: Make A Wish Foundation Investment related: No Address: https://wish.org/cvs Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 11/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board of Directors role at local chapter
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-21 |
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