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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-19 |
Branch Locations
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Temecula | CA | 10/2019 | 06/2024 |
| Bank Of America, N.A. | Temecula | CA | 10/2019 | 06/2024 |
| Oceanside Unified School District | Oceanside | CA | 09/2019 | 11/2021 |
| Cambridge English Assessment | Berlin | 04/2019 | 06/2019 | |
| Rosinke Gmbh | Berlin | 12/2018 | 03/2019 | |
| Ucsb Educational Opportunity Program | Santa Barbara | CA | 09/2015 | 06/2018 |
| Ucsb Office Of The Vice Chancellor For Student Affairs | Santa Barbara | CA | 09/2016 | 06/2017 |
| Ucsb Career Services | Santa Barbara | CA | 09/2017 | 06/2018 |
| Uc Santa Barbara | Santa Barbara | CA | 08/2014 | 12/2019 |
| Morgan Stanley | Rancho Santa Fe | CA | 01/2025 | Present |
| Carlsbad High School | Carlsbad | CA | 08/2021 | 11/2022 |
| Temecula Valley Unified School District | Temecula | CA | 08/2022 | Present |
*624569- Pacific Crest Youth Arts Organization; Investment related-No; Diamond Bar, California; Non-Profit Organization; Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 10; Tour and Rehearsal Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
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