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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| CA | RA | APPROVED | 2023-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Mktg Llc | Mckinleyville | CA | 08/2018 | 01/2019 |
| Ideal Positions | Mckinleyville | CA | 02/2018 | 08/2018 |
| Redwood Harley Davidson | Eureka | CA | 05/2016 | 02/2018 |
| Ideal Positions | Mckinleyville | CA | 12/2014 | 05/2017 |
| Unemployed | Mckinleyville | CA | 01/2019 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2019 | 09/2019 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 04/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 10/2019 | 01/2022 |
| Bank Of America, N.A. | Mill Valley | CA | 11/2019 | 01/2022 |
| E*Trade Securities Llc | Cupertino | CA | 02/2022 | 09/2023 |
| E*Trade Capital Management Llc | Cupertino | CA | 02/2022 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-30 |
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