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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| CA | RA | APPROVED | 2023-05-22 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Diego | CA | 06/2013 | 01/2019 |
| U.S. Army Reserve | San Diego, Ca | CA | 12/1999 | Present |
| J.E. Properties, Llc | Seattle | WA | 01/2019 | 06/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Jpmorgan Chase Bank Na | La Jolla | CA | 01/2019 | Present |
| Jpmorgan Securities Llc | La Jolla | CA | 01/2019 | Present |
| 1429 53Rd Street, Llc | Seattle | WA | 06/2021 | 10/2024 |
| 1214 Thomas Ave Llc | San Diego | CA | 03/2022 | Present |
| Moose Lodge, Llc | San Diego | CA | 10/2025 | Present |
Entity Name: Moose Lodge, LLC Investment related: No Address: 1220 Rosecrans Street, Suite 550, San Diego, CA 92106 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate holding company. Single purpose. Rental property. Entity Name: 1214 Thomas Ave LLC Investment related: No Address: 1220 Rosecrans Street, Suite 550, San Diego, CA 92109 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/12/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC holds a single piece of residential real estate that is rented. US ARMY RESERVE - 1HR OUTSIDE BIZ HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-23 |
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