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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-01 |
Branch Locations
8548 Rozita Lee Avenue Suite 400, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Las Vegas | NV | 05/2026 | Present |
| Wells Fargo Bank Na | Pasadena | CA | 10/2010 | 06/2017 |
| Wells Fargo Advisors Llc | Pasadena | CA | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 11/2016 | 06/2017 |
| Mufg Union Bank | Yorba Linda | CA | 06/2017 | 03/2019 |
| Unionbanc Investment Services | Yorba Linda | CA | 06/2017 | 03/2019 |
| Bancwest Investment Services | Beverly Hills | CA | 04/2019 | 12/2020 |
| Bank Of The West | Beverly Hills | CA | 04/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 12/2020 | 05/2026 |
| Bank Of America, N.A. | Las Vegas | NV | 01/2021 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
*699985 - Legacy Loud LLC; Investment related No; Las Vegas, Nevada; Publishing; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2006; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-14 |
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