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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-31 |
| TX | RA | APPROVED_RES | 2021-12-16 |
| CA | RA | APPROVED | 2020-10-13 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2014 | 09/2019 |
| Bank Of America, N.A. | Washington | DC | 03/2017 | 09/2019 |
| Morgan Stanley | Beverly Hills | CA | 10/2020 | Present |
| Unemployed | N/A | MD | 09/2019 | 09/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-04 |
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