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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-04 |
| CA | RA | APPROVED | 2019-08-30 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Valencia | CA | 01/2015 | 03/2017 |
| World Financial Group, Inc. | Valencia | CA | 08/2014 | 03/2017 |
| Duchess Of Television, Llc | Beverly Hills | CA | 09/2009 | 12/2017 |
| C-R Carmona, Llc | Beverly Hills | CA | 10/2007 | 06/2019 |
| C-R Regent Llc | Beverly Hills | CA | 10/2007 | Present |
| Stepup Non-Profit | Los Angeles | CA | 05/2010 | 04/2017 |
| Aflac | Los Angelese | CA | 02/2016 | 02/2017 |
| Letip Of Beverly Hills | Beverly Hills | CA | 01/2016 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 06/2019 | Present |
| Open Point Capital Llc | Beverly Hills | CA | 09/2017 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
*382952 - C-R Regent LLC; Investment related; Rental Property; Director (proprietor, partner, officer, director, employee, trustee, agent); Oct 2007; Property Management. 382955 - Open Point Capital, Llc / Investment Related - YES. Role/position/job title - Purchase non performing mortgage notes and have a personal finance blog. Job title - CEO. Activity start 09/2017. During business ho. Urs: 0 ; after business hours: 1. Description of duties - operate blog - www.flowbenjamins.com *540341 - Trust; Investment related: Yes; Baltimore, Maryland; 08/2006; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-18 |
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