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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
1020 10Th Street 2Nd Floor, Modesto, CA 95354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | San Francisco | CA | 01/2014 | 10/2025 |
| Lpl Financial Llc | Lodi | CA | 07/2023 | 10/2025 |
| Morgan Stanley | Modesto | CA | 11/2025 | Present |
*598 - J.L. Quality Consulting, LLC; Investment related-Yes; Oakdale, California; Consulting; Member of the LLC (proprietor, partner, officer, director, employee, trustee, agent); 02/2014; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping. *599 - Rental Property; Investment related-Yes; Oakdale, California; Rental Property; Property owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 1; Accounting/Bookkeeping, Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-20 |
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