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4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
Branch Locations
4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 08/2021 | 05/2024 |
| Palatine High School | Palatine | IL | 08/2013 | 05/2017 |
| Party Plus | Palatine | IL | 05/2017 | 08/2017 |
| University Of Iowa | Iowa City | IA | 08/2017 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 06/2018 | 07/2018 |
| University Of Iowa | Iowa City | IA | 08/2018 | 01/2019 |
| Aflac | North Liberty | IA | 12/2018 | 06/2019 |
| University Of Iowa | Iowa City | IL | 03/2019 | 05/2019 |
| Scott Tucker Solutions | Chicago | IL | 05/2019 | 08/2019 |
| University Of Iowa | Iowa City | IL | 08/2019 | 12/2019 |
| Sms Consulting | Buffalo Grove | IL | 02/2020 | 03/2020 |
| Jewel Osco | Palatine | IL | 05/2020 | 05/2020 |
| Home Depot | Palatine | IL | 06/2020 | 08/2020 |
| University Of Iowa | Iowa City | IA | 08/2020 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 02/2021 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2024 | 06/2026 |
| Coastedge Partners, Llc | San Diego | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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