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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-06-07 |
Branch Locations
16644 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Diego | CA | 10/2012 | 06/2024 |
| Jp Morgan Chase Bank, N.A. | San Diego | CA | 06/2014 | 06/2024 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-21 |
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