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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rancho Santa Fe | CA | 08/2025 | Present |
| Morgan Stanley | San Francisco | CA | 09/2024 | 12/2024 |
| University Of California, Berkeley | Berkeley | CA | 05/2022 | 12/2024 |
| Mo-Yi Tech | New York City | NY | 06/2021 | 08/2021 |
| Kuracare Inc | San Diego | CA | 03/2021 | 05/2021 |
| Faithful Ambassadors Bible Baptist Academy | National City | CA | 08/2019 | 06/2020 |
| Berean Bible Baptist Academy | Chula Vista | CA | 08/2017 | 06/2019 |
| Wealth Club Insurance Center Llc | Irvine | CA | 01/2025 | 08/2025 |
| Wenzhou Foreign Language School | Wenzhou | 08/2014 | 06/2017 | |
| San Diego Mesa College | San Diego | CA | 08/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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