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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 | 2021-05-05 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
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 | Beverly Hills | CA | 12/2013 | 03/2018 |
| Bank Of America | Beverly Hills | CA | 03/2018 | 10/2020 |
| Octavia Wealth Advisors Llc | Los Angeles | CA | 10/2020 | 03/2021 |
| Purshe Kaplan Sterling Investments Inc. | Los Angeles | CA | 01/2021 | 03/2021 |
| Octavia Risk Management Llc | Los Angeles | CA | 10/2020 | 03/2021 |
| Morgan Stanley | Westlake Village | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-22 |
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