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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-19 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Long Beach | CA | 03/2025 | Present |
| Board & Brew | Costa Mesa | CA | 05/2025 | Present |
| Smart Health & Wellness | Aliso Viejo | CA | 01/2024 | 03/2025 |
| Vanguard University | Costa Mesa | CA | 01/2022 | 05/2025 |
| Smart Fit Method | Costa Mesa | CA | 05/2024 | 10/2024 |
| Little Big Burger | Beaverton | OR | 05/2022 | 07/2023 |
| Redtail Golf Center | Beaverton | OR | 05/2022 | 08/2022 |
| Fred Meyer | Beaverton | OR | 01/2019 | 06/2020 |
| Doordash | Beaverton | OR | 05/2020 | 11/2021 |
| Michele & Group | Portland | OR | 06/2023 | 06/2023 |
| Vanguard University | Costa Mesa | CA | 01/2024 | 05/2025 |
| Sunset High School | Portland | OR | 08/2017 | 06/2021 |
| Cedar Park Middle School | Portland | OR | 08/2014 | 06/2017 |
| Vanguard University | Costa Mesa | CA | 08/2021 | 05/2025 |
*642610- Board and Brew; Investment related: No; Costa Mesa; California; Fast Food; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/25; During business hours: 0; After business hours: 60; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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