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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-11 |
| HI | RA | APPROVED | 2026-07-11 |
| TX | RA | APPROVED | 2026-07-11 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Chico | CA | 08/2016 | 05/2021 |
| Pizza Guys | Chico | CA | 09/2017 | 12/2017 |
| Techtronic Industries | Roseville | CA | 06/2020 | 08/2020 |
| Alpine Meadows Ski Resort | Alpine Meadows | CA | 01/2019 | 02/2019 |
| Bay Alarm Company | San Diego | CA | 06/2021 | 08/2021 |
| Unemployed | Na | CA | 05/2021 | 06/2021 |
| Doordash, Inc | San Diego | CA | 08/2021 | 01/2022 |
| Guild Mortgage Company | Folsom | CA | 01/2022 | 04/2023 |
| Unemployed | Na | CA | 04/2023 | 06/2023 |
| Charles Schwab & Co., Inc. | Irvine | CA | 06/2023 | 11/2025 |
| Modern Wealth Management | Irvine | CA | 11/2025 | 06/2026 |
| Morgan Stanley | Honolulu | HI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-19 |
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