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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
| CA | RA | APPROVED | 2026-04-16 |
Branch Locations
1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Rancho Cucamonga | CA | 09/2025 | 03/2026 |
| Wfgia | Rancho Cucamonga | CA | 08/2025 | 03/2026 |
| Sdhoth Appraisal | Camarillo | CA | 01/2025 | 02/2026 |
| Las Posas Country Club | Camarillo | CA | 06/2022 | 12/2024 |
| Oxnard Union High School District | Oxnard | CA | 01/2021 | 08/2022 |
| Spanish Hills Country Club | Cararillo | CA | 09/2018 | 11/2021 |
| School | Camarillo | CA | 08/2017 | 12/2024 |
| In 'N Out Burger | Newbury Park | CA | 05/2017 | 11/2018 |
| School | Camarillo | CA | 09/2015 | 06/2017 |
| Morgan Stanley | Santa Barbara | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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