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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-13 |
| TX | RA | APPROVED | 2018-11-12 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Newport Beach | CA | 12/2014 | 11/2018 |
| Morgan Stanley | Long Beach | CA | 11/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | Present |
(1) Musician; Not Investment related; Music; Musician (proprietor, partner, officer, director, employee, trustee, agent); Nov 2009; During business hours: 0; After business hours: 2; Musician (3) Team 100 / Food For Kids; Not Investment related; Lakewood, CA; Charity / Private Foundation; Board member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 0; After business hours: 2; Responsible to help oversee the basic operations of the charity, promote the annual fundraiser (The Blue Martini Ball) and recruit new members. (4) Who Cares? ;Investment Related:No ; San Juan Capistrano, CA; Musician ; Jun 2017 ; During business hours : 0 ; After business hours: 2. *440770 - The Ringers; Investment related - No; Long Beach, California; Band; Keyboard Player (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 20; Band member *478767 - The Ringers; Investment related - No; Long Beach, California; Musician; Keyboards (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 20; Musician *521436- St. Bartholomew Church; Investment related-Yes; Long Beach, California; Religious; Advisory Board, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 1; Administrative, Approve budget, approve annual/periodic reports for Archdiocese
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-03 |
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