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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2018-07-06 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Laguna Hills | CA | 03/2011 | 01/2018 |
| D.A. Davidson & Co. | Newport Beach | CA | 01/2018 | 06/2018 |
| Morgan Stanley | Newport Beach | CA | 06/2018 | Present |
*606353 - Rental Property; Investment related: Yes; Mission Viejo, California; RE; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; may have occasional maintenance for the tenants - my husband will handle.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
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