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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-21 |
| CA | RA | APPROVED | 2024-06-12 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Newport Beach | CA | 10/2020 | Present |
| 24 Hour Fitness | Ladera Ranch | CA | 02/2017 | 07/2019 |
| Saddleback Unified School District(Mission Viejo & Laguna Hills) | Mission Viejo | CA | 11/2008 | 07/2019 |
| So Cal Athletic | Mission Viejo | CA | 06/2008 | 02/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
*494687 - Orange Lutheran High School; Investment related-No; Orange, California; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 5; Coaching Soccer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-12 |
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