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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-06 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 06/2008 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 10/2023 | Present |
*693350- California Department of Social Services; Investment related: No; Norwalk, California; Other; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 40.42; After business hours: 0; Other – Morning and evening day to day care for my special needs son (ie: dressing, hygiene, toileting)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
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