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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-08 |
| CA | RA | APPROVED | 2024-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 11/2020 | 10/2021 |
| Unemployed | San Diego | CA | 06/2020 | 11/2020 |
| The Spot La Jolla | San Diego | CA | 05/2014 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Cajon | CA | 11/2021 | 07/2024 |
| Sdca Distilling Llc | San Diego | CA | 06/2019 | 11/2019 |
| Bank Of America, N.A. | El Cajon | CA | 01/2022 | 07/2024 |
| Morgan Stanley | La Jolla | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-12 |
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