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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-13 |
| CA | RA | APPROVED | 2022-04-20 |
Branch Locations
21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 01/2022 | Present |
| Unemployed | Thousand Oaks | CA | 06/2021 | 12/2021 |
| Sunstone Properties Trust | Westlake Village | CA | 09/2020 | 05/2021 |
| Caldera Medical, Inc. | Agoura Hills | CA | 05/2019 | 09/2020 |
| Cbiz & Mhm, Llc | Oxnard | CA | 08/2016 | 04/2019 |
| California Lutheran University | Thousand Oaks | CA | 08/2014 | 05/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-19 |
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