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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Los Angeles | CA | 09/2022 | 03/2023 |
| Presidio Group Wealth Management | Tucson | AZ | 04/2022 | 06/2022 |
| Morgan Stanley | Sherman Oaks | CA | 06/2019 | 08/2019 |
| R30 Ventures | Melrose | CA | 05/2021 | 08/2021 |
| Camp Roadrunner | Calabasas | CA | 06/2018 | 08/2018 |
| Camp Roadrunner | Calabasas | CA | 06/2017 | 08/2017 |
| Education | Calabasas | CA | 08/2012 | 06/2017 |
| Education | Calabasas | CA | 08/2017 | 06/2018 |
| Education | Tucson | AZ | 08/2018 | 05/2019 |
| Education | Tucson | AZ | 08/2019 | 05/2021 |
| Education | Tucson | AZ | 08/2021 | 05/2022 |
| Unemployed | Encino | CA | 06/2022 | 09/2022 |
| Unemployed | Los Angeles | CA | 04/2023 | 07/2023 |
| Northwestern Mutual | Los Angeles | CA | 08/2023 | 11/2023 |
| Unemployed | Los Angeles | CA | 11/2023 | 12/2023 |
| R30 Ventures | Melrose | CA | 01/2024 | 02/2025 |
| Unemployed | Los Angeles | CA | 03/2025 | 06/2025 |
| New York Life Insurance Company | Los Angeles | CA | 07/2025 | 12/2025 |
| Nylife Securities Llc | Los Angeles | CA | 09/2025 | 12/2025 |
| Morgan Stanley | Los Angeles | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-05 |
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