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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 10/2016 | 10/2025 |
| Unemployed | Los Angeles | CA | 06/2016 | 10/2016 |
| Bank Of America, N.A. | Chicago | IL | 05/2017 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
(1) 665861- Howland LLC / Investment Related / Venice, CA / Real Estate / Sole Proprietor, Owner / Start 16-April-2024 / During business hours: 0 / After business hours: 5 / Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
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