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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
609 Deep Valley Drive Suite 400, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Rancho Palos Verdes | CA | 11/2021 | 06/2022 |
| J.P. Morgan Chase Bank, N.A. | Rancho Palos Verdes | CA | 11/2021 | 06/2022 |
| Capstone Partners | Los Angeles | CA | 05/2021 | 10/2021 |
| Joliet Slammers | Joliet | IL | 07/2020 | 09/2020 |
| Scanstrong Llc | Walnut Creek | CA | 06/2019 | 04/2020 |
| Unemployed | Rancho Palos Verdes | CA | 11/2011 | 05/2019 |
| Unemployed | Rancho Palos Verdes | CA | 05/2020 | 06/2020 |
| Unemployed | Rancho Palos Verdes | CA | 10/2020 | 04/2021 |
| Rbc Capital Markets, Llc | Palos Verdes | CA | 06/2022 | 05/2026 |
| City National Bank | Palos Verdes | CA | 11/2025 | 05/2026 |
| Morgan Stanley Smith Barney Llc | Rolling Hills Estates | CA | 05/2026 | Present |
| Unemployed | Rancho Palos Verdes | CA | 04/2021 | 05/2021 |
| Unemployed | Rancho Palos Verdes | CA | 10/2021 | 11/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
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