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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2023-05-12 |
| IL | RA | APPROVED | 2023-05-08 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. H. Dow High School | Midland | MI | 09/2014 | 05/2017 |
| Fabiano Brothers Inc. | Bay City | MI | 06/2017 | 08/2017 |
| Fabiano Brothers Inc. | Bay City | MI | 06/2018 | 08/2018 |
| Michigan State University Financial Aid Office | East Lansing | MI | 05/2019 | 03/2020 |
| Doordash | East Lansing | MI | 08/2017 | 10/2022 |
| Archer Huntley Financial Services Inc. | Brighton | MI | 06/2020 | 08/2020 |
| Michigan State University | East Lansing | MI | 08/2017 | 04/2021 |
| Oppenheimer & Co. Inc. | Chicago | IL | 05/2021 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Walnut Creek | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
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