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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-18 |
Branch Locations
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Carlsbad | CA | 03/2026 | Present |
| Coastal Legacies Apc | Carlsbad | CA | 07/2020 | 03/2026 |
| Palmieri Tyler Wiener Wilhelm & Waldron Llp | Irvine | CA | 01/2020 | 06/2020 |
| Unemployed And Moving From Hawaii To California | Novato | CA | 11/2019 | 12/2019 |
| Ashford & Wriston Llp | Honolulu | HI | 01/2019 | 10/2019 |
| Rimon Pc | Menlo Park | CA | 08/2016 | 01/2019 |
| Bessemer Trust Company | San Francisco | CA | 05/2021 | 12/2024 |
*685333 - Coastal Legacies APC; Investment related: Yes ; Carlsbad; California; Law firm; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) 07/2020 ; During business hours: 0; After business hours: 0; Referrals *685958 - Astor Manufacturing Inc.; Investment related: No ; Chula Vista; California; Law firm; Other (proprietor, partner, officer, director, employee, trustee, agent) 07/2011 ; During business hours: 0; After business hours: 0; No Active invovlement. My husband owns the company and runs it, but our revocable trust owns the corporation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
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