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10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-13 |
Branch Locations
150 East 52Nd Street 27Th Floor, New York, NY 10022 • United States
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Independent Financial Group, Llc | Lewiston | NY | 07/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2018 | 01/2019 |
| American Express Company | New York | NY | 01/2015 | 09/2018 |
| Morgan Stanley & Co. Llc | New York | NY | 01/2019 | 02/2026 |
| Evolve Private Wealth, Llc | New York | NY | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2019 | Present |
1) Licensed insurance agent; Not investment-related; New York, NY, 10022; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) RPVVC1 LLC; Investment related; New York, NY. 10022; Investing in one VC Fund; Member ; 9/23/2019; 1 hour per month; 0 during trading hours; Entity used to fund capital calls 3) BJC Living LLC; Investment related; New York, NY. 10022; Real Estate; Sole Proprietor/Owner; 09/15/2020; 1 hour per month; 0 during trading hours; Holding company for private real estate investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
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