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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-01 |
| TX | RA | APPROVED_RES | 2022-09-01 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Walnut Creek | CA | 02/2020 | Present |
| Mml Investors Services, Llc | Walnut Creek | CA | 10/2020 | Present |
| Bankers Life And Casualty | Pleasanton | CA | 07/2019 | 02/2020 |
| Law Offices Of Donald A Odell | Moraga | CA | 04/2007 | 07/2019 |
| Morgan Stanley | Walnut Creek | CA | 08/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-05 |
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