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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-29 |
| CO | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED | 2022-05-24 |
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 |
|---|---|---|---|---|
| Equitable Advisors | New York | NY | 12/2020 | 04/2022 |
| Colliers International | San Diego | CA | 06/2018 | 11/2020 |
| University Of San Diego | San Diego | CA | 08/2014 | 05/2018 |
| Capright Real Estate | San Diego | CA | 09/2017 | 12/2017 |
| Hyginix Llc | San Diego | CA | 07/2017 | 08/2017 |
| Morgan Stanley | Carlsbad | CA | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*531756 - Studio Barre; Investment related: No; San Diego, California; Fitness; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 20; Fitness instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-18 |
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