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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | San Diego | CA | 08/2015 | 02/2023 |
| Charles Schwab & Co., Inc. | San Diego | CA | 02/2023 | 10/2023 |
| Td Ameritrade Inc | San Diego | CA | 04/2023 | 10/2023 |
| Morgan Stanley | San Diego | CA | 11/2023 | Present |
*592849 - Lyft; Investment related: No; San Francisco, California; Ride Service; Driver(proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-22 |
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