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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-20 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 07/2024 | 10/2025 |
| Woodranch | Rancho Santa Margarita | CA | 06/2020 | 01/2021 |
| Rokit Drinks | San Diego | CA | 11/2022 | 03/2023 |
| Align Medical | Santa Ana | CA | 02/2021 | 06/2021 |
| Align Medical | Santa Ana | CA | 07/2019 | 05/2020 |
| Tend | San Diego | CA | 04/2022 | 04/2022 |
| Dirty Birds | San Diego | CA | 07/2021 | 11/2022 |
| Russell And Lazarus Apc | Newport Beach | CA | 05/2023 | 09/2023 |
| San Diego State University | San Diego | CA | 08/2021 | 05/2023 |
| Tesoro High School | Rancho Santa Margarita | CA | 09/2015 | 05/2019 |
| Align Medical | Santa Ana | CA | 11/2023 | 05/2024 |
| Saddleback College | Mission Viejo | CA | 08/2019 | 05/2021 |
| Morgan Stanley | Atlanta | GA | 07/2026 | Present |
| Russell And Lazarus Apc | Newport Beach | CA | 11/2025 | 03/2026 |
| Pyramid Logistics | Santa Ana | CA | 04/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-29 |
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