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1760 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1760 The Alameda, San Jose, CA 95126 • United States
5955 Granite Lake Drive Suite 160, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Roseville | CA | 03/2022 | 09/2023 |
| Kwb Creative | Rocklin | CA | 01/2022 | 06/2022 |
| Mxu | Wilmington | DE | 03/2020 | 07/2021 |
| Scott Allison Films | Loomis | CA | 05/2017 | 09/2022 |
| Azusa Pacific University - University Relations | Azusa | CA | 09/2015 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2022 | 09/2023 |
| Kera Capital Partners | San Jose | CA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
Highland Capital Brokerage; Insurance Sales; Investment-related; Sacramento, CA; Insurance Broker; 0 hours/month during securities trading hours; Less than 10 hours/month outside of securities trading hours. Sell insurance products for commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-23 |
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