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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
| HI | RA | APPROVED | 2024-11-09 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Half | San Diego | CA | 01/2021 | 02/2021 |
| Lowcountry Credit | Ladson | SC | 06/2020 | 12/2020 |
| Self Employed | Isle Of Palms | SC | 08/2018 | 06/2020 |
| British College | Medellin | 10/2017 | 05/2018 | |
| Unemployed | Medellin | 06/2017 | 10/2017 | |
| Unemployed | Charleston | SC | 06/2018 | 08/2018 |
| Unemployed | San Diego | CA | 02/2021 | 05/2021 |
| Au Pair In America | Stamford | CT | 06/2016 | 06/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 07/2021 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 10/2021 | 08/2022 |
| Brandon Sussman | San Diego | CA | 07/2021 | 08/2022 |
| Btig Llc | San Francisco | CA | 08/2022 | 09/2024 |
| Morgan Stanley | Honolulu | HI | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-05 |
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