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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| CA | RA | APPROVED | 2025-10-07 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 07/2008 | 02/2018 |
| Td Ameritrade, Inc. | St. Louis | MO | 02/2018 | 01/2021 |
| Morgan Stanley | Roseville | CA | 06/2025 | Present |
| Oracle America Inc. | Rocklin | CA | 05/2021 | 06/2025 |
| Doordash Inc. | Fair Oaks | CA | 01/2024 | 03/2025 |
| Unemployed | Carmichael | CA | 01/2021 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
| S66 | Uniform Combined State Law Examination | 2016-05-17 |
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