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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-10 |
| CA | RA | APPROVED | 2017-10-06 |
Branch Locations
21700 Oxnard St Ste 1840A, Woodland Hills, CA 91367 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Wells Fargo Advisors Financial Network, Lllc | Woodland Hills | CA | 10/2017 | Present |
NORTHRIDGE HEIGHTS HOMEOWNER ASSOCIATION, NOT INV RELATED, PORTER RANCH, CA, SECRETARY, START: 9/1/1997, 6 HOURS PER MONTH/0 DURING TRADING, DUTIES: VOTE ON PROJECTS. RENTAL PROPERTY, INV RELATED, LAS VEGAS, NV, 100% OWNER, START: 6/2015, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. STRATEGIC PRIVATE WEALTH MANAGEMENT; INVESTMENT RELATED; WOODLAND HILLS,CA; 100% OWNERSHIP; START DATE 10/09/2017; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER OF FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
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