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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City | CA | 07/2010 | 05/2018 |
| Bank Of America, N.A. | Century City | CA | 12/2012 | 05/2018 |
| J.P. Morgan Chase Bank, N.A. | Los Angeles | CA | 05/2018 | 06/2025 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 05/2018 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-24 |
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