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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-14 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
399 Park Ave., 39Th Floor, New York, NY 10022 • United States
Pelham, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 09/2023 | 04/2026 |
| First Republic Bank | New York | NY | 01/2023 | 06/2023 |
| Bessemer Trust | New York | NY | 03/2017 | 01/2023 |
| Eze Software Group | Boston | MA | 09/2015 | 03/2017 |
| Jpmorgan Chase | New York | NY | 07/2023 | 09/2023 |
| Capital Group / Capital Client Group, Inc. | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-02 |
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