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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-01 |
| CA | RA | APPROVED | 2025-07-24 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles | CA | 06/2022 | 06/2025 |
| Usc Athletics | Los Angeles | CA | 04/2019 | 12/2021 |
| Morgan Stanley | Long Beach | CA | 01/2021 | 08/2021 |
| Allegiate Strength Training Gyms | Los Angeles | CA | 01/2022 | 05/2022 |
| Advantage One Group | Los Angeles | CA | 09/2020 | 02/2021 |
| Raymond James | Upland | CA | 06/2019 | 08/2019 |
| Old World Delicatessens | Covina | CA | 06/2017 | 08/2018 |
| Covina Valley Unified School District | Covina | CA | 09/2004 | 05/2017 |
| University Of Southern California | Los Angeles | CA | 08/2018 | 12/2021 |
| Fullerton College | Fullerton | CA | 08/2017 | 05/2018 |
| Morgan Stanley | Westlake Village | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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