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5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-27 |
Branch Locations
5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
265 Sunrise Highway #45, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anheuser Busch | Boudler | CO | 08/2019 | 01/2020 |
| Northwestern Mutual | West Chester | PA | 08/2018 | 08/2019 |
| School | Devon | PA | 01/2010 | Present |
| Equitable Advisors, Llc | New York | NY | 11/2020 | 03/2021 |
| Morgan Stanley | New York | NY | 10/2021 | 10/2025 |
| Measured Risk Portfolios | San Diego | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-19 |
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