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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED | 2023-11-13 |
Branch Locations
2141 Rosecrans Avenue Suite 3100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 02/2020 | 11/2021 |
| University Of California, Los Angeles | Los Angeles | CA | 09/2015 | 12/2019 |
| Ucla Athletics Department | Los Angeles | CA | 06/2016 | 06/2017 |
| Ucla Learning Center | Los Angeles | CA | 06/2017 | 12/2019 |
| Kpmg | Los Angeles | CA | 06/2017 | 09/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 07/2020 | 11/2021 |
| Rockefeller Financial Llc | Los Angeles | CA | 11/2021 | 10/2023 |
| Morgan Stanley | El Segundo | CA | 11/2023 | Present |
574898 - NA; Investment related Yes; Phoenix, Arizona; Property Owner; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); July 2021; During business hours: 0; After business hours: 1; Property Management 575035 - Rental Property; Investment related Yes; Valley Village, California; Property Owner; Property Manager (proprietor, partner, officer, director, employee, trustee, agent); July 2021; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-15 |
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