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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-27 |
| CA | RA | APPROVED | 2021-04-16 |
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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Los Angeles | CA | 03/2014 | 09/2020 |
| Morgan Stanley | Beverly Hills | CA | 10/2020 | Present |
*641232- State of California; Investment related: No; Sacramento, California; Caregivers for mother through the state of CA; Caregiver (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 20; After business hours: 0; Caregiver -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-16 |
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