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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-08 |
| TX | RA | APPROVED | 2022-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Burlingame | CA | 05/2016 | 11/2016 |
| World Financial Group, Inc. | Burlingame | CA | 04/2016 | 12/2016 |
| Realty One Group--Infinity | Campbell | CA | 04/2016 | 06/2017 |
| Rbc Capital Markets, Llc | New York | NY | 07/2017 | 02/2021 |
| Morgan Stanley | Palo Alto | CA | 03/2022 | Present |
| Unemployed | Santa Clara | CA | 03/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-28 |
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