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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| CA | RA | APPROVED | 2024-06-07 |
Branch Locations
16644 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Diego | CA | 12/2012 | 01/2019 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2019 | 06/2024 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2024 | Present |
*622216 - Starr Ventures 1738 LLC; Investment related: Yes; Bozeman, Montana; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
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