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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-06 |
| CA | RA | APPROVED | 2025-09-25 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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 | New York | NY | 08/2015 | 01/2020 |
| First Republic Securities Company, Llc | New York | NY | 01/2020 | 06/2023 |
| First Republic Investment Management, Inc. | New York | NY | 01/2020 | 06/2023 |
| Ubs | New York | NY | 06/2023 | 08/2025 |
| Morgan Stanley | Beverly Hills | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-26 |
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