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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | La Jolla | CA | 02/2025 | Present |
| Epic Financial Strategies | Red Bank | NJ | 08/2023 | 02/2025 |
| Keller Williams | San Diego | CA | 01/2024 | 02/2025 |
| Bang Energy | San Diego | CO | 10/2021 | 08/2023 |
| Princeton High School | Princeton | NJ | 09/2017 | 08/2021 |
| John Witherspoon Middle School | Princeton | NJ | 09/2014 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
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