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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-17 |
| TX | RA | APPROVED | 2019-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 08/2015 | 07/2019 |
| Morgan Stanley | La Jolla | CA | 07/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | Present |
Monarch School of San Diego / 1625 Newton Avenue San Diego,CA 92113 / No/ Active / Start Date /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-21 |
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