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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| CA | RA | APPROVED | 2022-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Napa | CA | 09/2018 | Present |
| Ristorante Allegria | Napa | CA | 07/2003 | Present |
| Long Meadow Ranch | St. Helena | CA | 06/2018 | 08/2018 |
| 3 Badge Beverage Corp. | Sonoma | CA | 06/2017 | 12/2017 |
second employment. non investment related. Please see employment history. Currently bartending/ managing with Ristorante Allegria. OBI on file. *621157 - Rental Property; Investment related: Yes; napa, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-14 |
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