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Santa Rosa Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-28 |
Branch Locations
2439 Blanchard Place, Santa Rosa Valley, CA 93012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 03/2017 | 09/2017 |
| Jp Morgan Securities, Llc | Calabasas | CA | 09/2017 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 09/2020 | 05/2023 |
| Us Trust/Merrill Lynch | Century | CA | 11/2014 | 04/2017 |
| Opes Mvb Capital, Llc | Santa Rosa Valley | CA | 11/2022 | Present |
Licensed to sell insurance. Real estate investor and developer. No commission or salary are received. Approximately five hours a week are spent on this other business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-26 |
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