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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-10 |
| CA | RA | APPROVED | 2019-12-17 |
Branch Locations
55 South Lake Avenue Pasadena Towers - Tower Ii Suite 700, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 09/2016 | 02/2018 |
| Unemployed | Pasadena | CA | 02/2016 | 09/2016 |
| Krost Cpas | Pasadena | CA | 09/2018 | 10/2019 |
| 1St Global Capital, Corp. | Pasadena | CA | 09/2018 | 10/2019 |
| Unemployed | Pasadena | CA | 02/2018 | 09/2018 |
| Morgan Stanley | Pasadena | CA | 12/2019 | Present |
*386739 - Rental property ; Investment related - Yes; Los Angeles, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 1995; During business hours: 0; After business hours: 0. 2*. 596332 - PM Boyd LLC; Investment Related - Yes; Pittsburg, California; Rental Property; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-23 |
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