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1999 Avenue Of The Stars Suite 2500, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
1999 Avenue Of The Stars Suite 2500, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Pasadena | CA | 04/2013 | 02/2017 |
| Mml Investors Services Llc | Pasadena | CA | 06/2014 | 12/2016 |
| Morgan Stanley | Pasadena | CA | 01/2016 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 02/2020 |
| Citigroup | Los Angeles | CA | 03/2020 | 11/2022 |
| Jp Morgan Private Bank | Pasadena | CA | 11/2022 | 01/2026 |
| Manhattan West Asset Management, Llc | Los Angeles | CA | 01/2026 | Present |
| Finalis Securities Llc | New York | NY | 02/2026 | Present |
Manhattan west, investment related , 1999 avenue of stars ste 2500 , registered investment advisor to advise clients for their financial goals , Executive Director , 01/05/2026 , 800/month , 8 , bring on ultra-high net worth individuals and families to achieve their financial goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
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