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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-01 |
| CA | RA | APPROVED | 2024-10-30 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Carlsbad | CA | 05/2018 | 09/2018 |
| San Diego Capital | Solana Beach | CA | 07/2016 | 04/2018 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 09/2018 | 03/2020 |
| Woodbury Financial Services Inc | Carlsbad | CA | 04/2020 | 04/2020 |
| Morgan Stanley | Carlsbad | CA | 06/2020 | 05/2024 |
| Ubs Financial Services, Inc. | Irvine | CA | 06/2024 | 10/2024 |
| Morgan Stanley | Newport Beach | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-17 |
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