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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | New York | NY | 06/2022 | 08/2022 |
| Permit Capital | Conshohocken | PA | 06/2021 | 08/2021 |
| Tulane University | New Orleans | LA | 08/2019 | 05/2023 |
| Eastern Regional High School | Voorhees | NJ | 08/2015 | 06/2019 |
| Citi Bank | Los Angeles | CA | 07/2023 | 09/2025 |
| Morgan Stanley | Los Angeles | CA | 10/2025 | Present |
| Unemployed | Voorhees | NJ | 06/2023 | 06/2023 |
| Unemployed | Voorhees | NJ | 07/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-14 |
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