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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 12/2022 | 01/2026 |
| Bank Of America Na | San Francisco | CA | 08/2011 | 12/2022 |
| Morgan Stanley | Walnut Creek | CA | 01/2026 | Present |
*680945- Rental Property; Investment related-Yes; San Diego, California; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 0; Owner of rental propery that will be managed by International Real Estate Service Manny Aguirre.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-27 |
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