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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-07 |
| TX | RA | APPROVED_RES | 2023-03-06 |
| CA | RA | APPROVED | 2023-02-17 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego State Associated Associated Students | San Diego | CA | 04/2017 | 02/2018 |
| El Prez | San Diego | CA | 05/2018 | 09/2018 |
| Hom Korean Kitchen | San Diego | CA | 06/2016 | 12/2016 |
| San Diego State University | San Diego | CA | 09/2015 | 12/2019 |
| Reason Financial | San Diego | CA | 10/2019 | 05/2022 |
| Avantax Investment Services, Inc. | San Diego | CA | 05/2020 | 09/2020 |
| Avantax Advisory Services | San Diego | CA | 05/2020 | 09/2020 |
| Lpl Financial, Llc | San Diego | CA | 09/2020 | 05/2022 |
| Merit Financial Group, Llc | San Diego | CA | 09/2020 | 05/2022 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 02/2023 | Present |
| Unemployed | San Diego | CA | 05/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-25 |
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