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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-02 |
| CA | RA | APPROVED | 2013-10-24 |
Branch Locations
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rancho Santa Fe | CA | 03/2010 | Present |
| 4Th & Island Investments, Dba Fluxx Nightclub | San Diego | CA | 02/2010 | Present |
CO-OWNER OF ZJ RANCH LLC, NON-INVESTMENT RELATED COMPANY; 544 MARTIN LN, AUGUSTA, GA 30909; LAND MANAGEMENT -UNIMPROVED LAND USED PRIMARILY FOR OWNER RECREATION/VACATION AND FOR POTENTIAL TIMBER HARVESTING. CO-OWNER; 50% FIDUCIARY STAKE IN THE COMPANY ALONG WITH ONE OTHER C0-OWNER. COMPANY FORMED 04/01/2013, OUR ONLY LAND PURCHASE COMPLETED 07/15/2013 FOR 58 ACRES OF UNIMPROVED LAND NEAR GIBSON, GA. APPROXIMATELY 1-5 HOURS/MONTH ARE NECESSARY, NONE OF WHICH ARE DURING TRADING HOURS. MY RESPONSIBILITIES ARE PURELY FIDUCIARY AT THIS POINT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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