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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| CA | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Eureka | CA | 06/2016 | 05/2021 |
| Jp Morgan Securities, Llc | Eureka | CA | 06/2016 | 05/2021 |
| Morgan Stanley | Eureka | CA | 09/2022 | Present |
| Fairway Independent Mortgage Company | Eureka | CA | 05/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-19 |
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