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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-22 |
| NY | RA | APPROVED | 2024-07-22 |
Branch Locations
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
10880 Wilshire Boulevard 23Rd Floor, Los Angeles, CA 90024 • United States
Encino, CA • 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 |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 02/2014 | 02/2017 |
| Oppenheimer & Co. Inc. | Los Angeles | CA | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-13 |
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