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790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-11 |
Branch Locations
790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City | CA | 04/2016 | 11/2019 |
| Bank Of America, N.A. | Century City | CA | 04/2016 | 11/2019 |
| Morgan Stanley Smith Barney Llc | El Segundo | CA | 11/2019 | 01/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | 01/2024 |
| Strategy Asset Managers, Llc | Pasadena | CA | 01/2024 | Present |
383944 - Marstel Senior Homes LLC; Investment related ; Healthcare; Member of LLC (proprietor, partner, officer, director, employee, trustee, agent) ;Oct 2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-12 |
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