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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
Branch Locations
5250 North Palm Avenue Suite 321, Fresno, CA 93704 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tulare | CA | 10/2012 | 02/2025 |
| Morgan Stanley Smith Barney Llc | Fresno | CA | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-24 |
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