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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| CA | RA | APPROVED | 2025-05-30 |
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 | 09/2022 | Present |
| Self Employed | Los Angeles | CA | 01/2014 | 07/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
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