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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-12 |
| TX | RA | APPROVED | 2017-01-11 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 10/2010 | 01/2017 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 10/2008 | 01/2017 |
| Morgan Stanley | Westlake Village | CA | 01/2017 | Present |
| Morgan Stanley | Calabasas | CA | 01/2017 | 02/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | Present |
1. UCLA; Not Investment related; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 5; Instructor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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