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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2015 | 10/2024 |
| Bank Of America, N.A. | Los Angeles | CA | 07/2015 | 10/2024 |
| Morgan Stanley | Beverly Hills | CA | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
*OBI - 614587 - Southern California Amateur Hockey Association (SCAHA) ; Investment related - No ; El Segundo, California ; Recreation ; Board Member (proprietor, partner, officer, director, employee, trustee, agent) ; 09/2007 ; During business hours : 0 ; After business hours : 2 ; Administrative *OBI - 614586 - Los Angeles Jr Kings Los Angeles Lions Hockey Club ; Investment related - No ; El Segundo, California ; Recreation ; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent) ; 05/2006 ; During business hours : 0 ; After business hours : 10 ; Administrative, Customer Service, Leadership/Coach Development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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