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11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 01/2023 | 03/2025 |
| United Healthcare | Phoenix | AZ | 02/2022 | 01/2023 |
| Lockton | Scottsdale | AZ | 08/2018 | 02/2022 |
| United Healthcare | Phoenix | AZ | 11/2015 | 08/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | 03/2025 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 03/2025 | 09/2025 |
| Loan Factory, Inc. | San Jose | CA | 09/2025 | Present |
| Lpl Financial | Los Angeles | CA | 11/2025 | Present |
| Perennial Financial Services | Los Angeles | CA | 11/2025 | Present |
| Perennial Legacy Insurance Solutions | Los Angeles | CA | 11/2025 | Present |
1. 10/2025 - Loan Factory Inc - Outside/W-2 Employment - Inv Related - 4 Hour(s)/Month - 4 Hour(s) During Trading - San Jose CA 95122 - OBA Start Date: 10/15/2025 2. 10/2025 - Perennial Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 174 Hour(s)/Month - 174 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 11/3/2025 3. 10/2025 - Perennial Legacy Insurance Solutions - Non-Variable Insurance - Inv Related - 174 Hour(s)/Month - 174 Hour(s) During Trading - Los Angeles CA 90025 - OBA Start Date: 11/03/2025 4.03/13/2026-Talking Stick Resort/Casino Arizona-Valet Attendant-Outside/W-2 Employment-Not inv related-At Scottsdale, AZ-Start date 03/21/2026-15hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
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