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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| CA | RA | APPROVED | 2024-12-16 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 08/2022 | Present |
| Charlie Mar | Los Angeles | CA | 01/2021 | 08/2022 |
| Next Door Lounge | Hollywood | CA | 12/2021 | 07/2022 |
| High Risk Holdings | Los Angeles | CA | 05/2021 | 11/2021 |
| The Erwin Hotel | Venice | CA | 07/2019 | 11/2021 |
| Lax Delta Sky Club | Los Angeles | CA | 02/2016 | 06/2019 |
*516010- SAG AFTRA; Investment related -No; Los Angeles, California; Art/Culture; Actor / Background Cast / PA on set (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 20; *564490 - Uber ; Investment related - No ; San Francisco, California ; Uber car service ; Driver (proprietor, partner, officer, director, employee, trustee, agent) ; 8/2023 ; During business hours : 0 ; After business hours : 15 ; Driver
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-21 |
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