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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-22 |
| CA | RA | APPROVED | 2019-02-19 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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 | Beverly Hills | CA | 01/2006 | 02/2019 |
| Bank Of America, N.A. | Beverly Hills | CA | 07/2011 | 02/2019 |
| Morgan Stanley | Beverly Hills | CA | 02/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | Present |
*662703- Investment/Finance/Banking, LLC holding my private investment; Investment related: No; los angeles, California; Investment/Finance/Banking, LLC holding my private investment; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-25 |
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