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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-02 |
| TX | RA | APPROVED | 2026-05-02 |
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 |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 05/2021 | 09/2023 |
| Bookkeeping Internship | San Diego | CA | 12/2020 | 05/2021 |
| Unemployed | San Diego | CA | 11/2020 | 05/2021 |
| Self-Employed Homeschool Instructor/Behavioral Consultant | San Diego | CA | 06/2019 | 11/2020 |
| Gateway Learning Group | San Diego | CA | 02/2017 | 06/2019 |
| Sitterwise (Previously Marion's Childcare) | San Diego | CA | 10/2016 | 05/2021 |
| Cups Coffee | La Jolla | CA | 08/2010 | 12/2016 |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2023 | 03/2026 |
| Morgan Stanley | Newport Beach | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-19 |
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