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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company | Newport Beach | CA | 05/2015 | 09/2023 |
| First Republic Investment Management | Newport Beach | CA | 05/2015 | 09/2023 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 09/2023 | 10/2024 |
| Morgan Stanley | Long Beach | CA | 12/2025 | Present |
| N/A - Unemployed | Na | CA | 10/2024 | 12/2025 |
*674313 - Mustard Seed Capital Holdings, LLC; Investment related: Yes; Anaheim, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; Property Management *673370 - Solid Solutions Property Management, LLC; Investment related: Yes; Anaheim, California; Real Estate; Sole Member(proprietor, partner, officer, director, employee, trustee, agent); 8/2024; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-18 |
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