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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-16 |
| CA | RA | APPROVED | 2017-05-15 |
Branch Locations
4250 Executive Square Suite 800, La Jolla, CA 92037-9103 • United States
1901 Avenue Of The Stars Suite 1400, Century City, CA 90067-6089 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 03/2016 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 05/2017 |
| Rbc Capital Markets, Llc | Century City | CA | 05/2017 | Present |
(1) NAME OF ENTITY: Village Bloom Foundation ADDRESS: 448 Rancho Santa Fe Rd, Encinitas, CA 92024 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Oct 01, 2025 CAPACITY: Treasurer DUTIES: Oversee spending, act as signing authority for expenditures, facilitate spending for services/providers/events HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-24 |
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