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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2017-05-05 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
Houston, TX • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Los Angeles | CA | 04/2010 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 10/2010 | 05/2017 |
| Morgan Stanley | Beverly Hills | CA | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-14 |
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