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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kirkland | WA | 04/2024 | Present |
| State Farm Insurance | Sammamish | WA | 08/2017 | 12/2021 |
| Unemployed | Sammamish | WA | 01/2022 | 04/2024 |
| Unemployed | Sammamish | WA | 07/2014 | 08/2017 |
*593152 - State Farm Life Insurance; Investment related-No; Bloomington, Illinois; Insurance; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 0; Residual Life Insurance policy commission
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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