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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
609 Deep Valley Drive Suite 400, Rolling Hills Estates, CA 90274 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Hills | CA | 07/2016 | 10/2020 |
| Bank Of America, N.A. | Rolling Hills | CA | 08/2016 | 10/2020 |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 10/2020 | 08/2025 |
| City National Bank | Beverly Hills | CA | 10/2020 | 08/2025 |
| Morgan Stanley Smith Barney Llc | Rolling Hills Estates | CA | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
1. Rolling Hills Little League / Rolling Hills Estates, CA / Not Investment Related / Rolling Hills Estates, CA / President - Board of Directors / Start 15-July-2025 / 20 hours devoted per month / 0 during trading / I am one of 21 volunteer board members that help run the little league. *694497- PVPUSD; Investment related: No; Palos Verdes Estates, California; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 64; Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-18 |
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