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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
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 |
|---|---|---|---|---|
| University Of Portland | Portland | OR | 05/2014 | 05/2018 |
| Ubs Finacial Services | Portland | OR | 07/2018 | 03/2023 |
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 03/2023 | Present |
*689094- Dante and Keegan Mancinelli; Investment related: Yes; Prescott, Arizona; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04-2026; During business hours: 0; After business hours: 10; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-09 |
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