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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2019 | 01/2022 |
| Unemployed | Los Angeles | CA | 05/2019 | 06/2019 |
| University Of Redlands | Redlands | CA | 01/2019 | 05/2019 |
| The Capital Group | Los Angeles | CA | 06/2018 | 08/2018 |
| University Of Redlands | Redlands | CA | 01/2016 | 05/2018 |
| Nbc Universal | Studio City | CA | 09/2018 | 12/2018 |
| University Of Redlands | Redlands | CA | 01/2017 | 04/2017 |
| Ies Abroad | Chicago | IL | 01/2018 | 05/2018 |
| Esri | Redlands | CA | 09/2017 | 01/2018 |
| We Love Spain | Seville | 07/2017 | 08/2017 | |
| Bank Of America, N.A. | Los Angeles | CA | 08/2019 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Irvine | CA | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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