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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-02 |
| TX | RA | APPROVED | 2026-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | CA | 08/2022 | 07/2026 |
| Us Auto Group | Richmond | CA | 07/2022 | 08/2022 |
| Equitable Advisor | San Francisco | CA | 05/2022 | 07/2022 |
| International House Uc Berkeley | Berkeley | CA | 04/2022 | 05/2022 |
| Subaru Santa Monica/Hsm Sully | Santa Monica | CA | 07/2020 | 12/2020 |
| Tustin Cadillac | Tustin | CA | 09/2020 | 09/2020 |
| Kohl's | Alameda | CA | 10/2018 | 07/2020 |
| Mcdonald's | Santa Ana | CA | 06/2017 | 09/2018 |
| Home Depot | Huntington Beach | CA | 10/2016 | 06/2017 |
| Uc Berkeley | Berkeley | CA | 08/2019 | 05/2022 |
| Edison High School | Huntington Beach | CA | 08/2014 | 05/2017 |
| Orange Coast College | Costa Mesa | CA | 06/2017 | 05/2019 |
| Uc Berkeley International House | Berkeley | CA | 03/2022 | 05/2022 |
| Bank Of America, N.A. | Richmond | CA | 10/2024 | 07/2026 |
| Morgan Stanley | Menlo Park | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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