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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Solana Beach | CA | 10/2017 | 04/2022 |
| Bank Of America, N.A. | Solana Beach | CA | 10/2017 | 04/2022 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 04/2022 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Carlsbad | CA | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
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