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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-15 |
| TX | RA | APPROVED | 2023-09-15 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Beverly Hills | CA | 04/2009 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 10/2019 | 08/2023 |
| Jpmorgan Securities, Llc. | Washington | DC | 10/2019 | 08/2023 |
| Morgan Stanley | Beverly Hills | CA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
*574568- Poshmark; Investment related: No; Los Angeles, California; Retail/Online Stores; Online seller (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 2; Sales/Marketing *606746- Corita Art Center; Investment related: No; Los Angeles, California; Art/Culture; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 2; After business hours: 0; Business Development/Growth, Marketing, Administrative, Fundraising *606745 - Fora Travel; Investment related -No; New York, New York; Travel Agent; Travel Advisor/Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 2; Administrative *622924 - Corita Art Center; Investment Related - No; Los Angeles, California; Art/Culture; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 2; After Business Hours: 2; Business Development/Growth, Fundraising, Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-01 |
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