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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
4500 Park Granada Suite 204, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westlake Village | CA | 11/2015 | 07/2017 |
| Fox Networks Group | Los Angeles | CA | 10/2017 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 11/2019 | 06/2023 |
| J.P. Morgan Securities Llc | Westlake Village | CA | 11/2019 | 06/2023 |
| Doordash | Agoura Hills | CA | 06/2019 | 08/2019 |
| Postmates | Agoura Hills | CA | 05/2019 | 08/2019 |
| Morgan Stanley | Westlake Village | CA | 11/2015 | 01/2017 |
| Merrill Lynch | Encino | CA | 11/2024 | 08/2025 |
| Jpmorgan Chase Bank, N.A | Northridge | CA | 07/2023 | 10/2024 |
| Bank Of America Na | Encino | CA | 01/2025 | 08/2025 |
| Edward Jones | St Louis | MO | 09/2025 | 06/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-09 |
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