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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-10 |
| TX | RA | APPROVED | 2025-01-17 |
| AZ | RA | APPROVED | 2025-01-09 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Sherman Oaks | CA | 11/2024 | Present |
| Reliance Partners Llc. | Scottsdale | AZ | 06/2023 | 06/2024 |
| Omni Hotels | Scottsdale | AZ | 02/2021 | 05/2023 |
| Matthews Real Estate Investment Services | Scottsdale | AZ | 06/2022 | 08/2022 |
| Chaparral School | Scottsdale | AZ | 08/2015 | 05/2019 |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| Unempoloyed | Scottsdale | AZ | 06/2019 | 07/2019 |
| Unemployed | Scottsdale | AZ | 07/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-10 |
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