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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Diego | San Diego | CA | 09/2021 | 12/2021 |
| Advice Analytics, Inc. | San Diego | CA | 07/2020 | 05/2022 |
| Funny Party's | San Diego | CA | 12/2019 | 06/2020 |
| Advice Analytics, Inc | San Diego | CA | 02/2023 | 05/2024 |
| Full Time Education | San Diego | CA | 08/2018 | 05/2022 |
| Full Time Education | La Jolla | CA | 09/2014 | 06/2018 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2022 | 04/2025 |
| Morgan Stanley | San Diego | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
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