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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-16 |
| CA | RA | APPROVED | 2023-06-06 |
Branch Locations
1111 Coast Village Road, Montecito, CA 93108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara | CA | 07/2021 | 05/2023 |
| Redfin | Santa Barbara | CA | 04/2021 | 06/2021 |
| Santa Barbara Auto Group | Santa Barbara | CA | 04/2016 | 02/2021 |
| Northern Arizona University | Flagstaff | AZ | 08/2012 | 05/2020 |
| Morgan Stanley | Montecito | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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