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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| CA | RA | APPROVED | 2025-12-24 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Los Angeles | CA | 10/2022 | 06/2025 |
| Nuro Ai, Inc. | Los Angeles | CA | 09/2021 | 10/2022 |
| Encore Global/Psav | Rancho Palos Verdes | CA | 01/2020 | 04/2020 |
| Open Point Capital, Llc. | Beverly Hills | CA | 09/2017 | 12/2019 |
| Axianta Financial Partners | Beverly Hills | CA | 04/2015 | 08/2017 |
| The Coding School-Quantum Computing | Los Angeles | CA | 05/2020 | 08/2021 |
| Pandemic Furloughed/Unemployed | Los Angeles | CA | 04/2020 | 08/2021 |
| Morgan Stanley | Beverly Hills | CA | 12/2025 | Present |
| Unemployed | Los Angeles | CA | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-29 |
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