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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-13 |
| CA | RA | APPROVED | 2019-08-12 |
| TX | RA | APPROVED | 2019-08-09 |
Branch Locations
16644 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | El Cajon | CA | 10/2012 | 08/2019 |
| Morgan Stanley | La Mesa | CA | 08/2019 | 08/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | Present |
| Morgan Stanley | San Diego | CA | 06/2024 | Present |
1. *378642 - Rental Property; Investment related Yes; Waikoloa, HI; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 0. *624585 - Juneau, Alaska Rental; Investment related: Yes; Juneau, Alaska; Real Estate; Owner of the property being rented (proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 0; None, I hired a rental property management company to handle everything *658145- The BJK Investment Management Company LLC; Investment related: No; Juneau, Alaska; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 0; None, Using a rental management company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
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