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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-08 |
| TX | RA | APPROVED | 2024-03-08 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Pasadena | CA | 06/2023 | 08/2023 |
| Amerihome Mortgage | Thousand Oaks | CA | 06/2022 | 08/2022 |
| Morgan Stanley | Pasadena | CA | 10/2021 | 12/2021 |
| Ucla | Los Angeles | CA | 09/2020 | 12/2023 |
| Flintridge Preparatory School | La Canada | CA | 08/2016 | 07/2020 |
| Morgan Stanley | Los Angeles | CA | 03/2024 | Present |
*677404- SoulCycle Inc; Investment related: No; New York, New York; Recreation; SoulSociety, which is a social media ambassador program for SoulCycle. Applied for online (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 2; Referrals, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
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