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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| CA | RA | APPROVED | 2019-07-26 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
2141 Rosecrans Avenue Suite 3100, El Segundo, CA 90245 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Los Angeles | CA | 08/2018 | 06/2019 |
| Bank Of America | Santa Monica | CA | 12/2017 | 08/2018 |
| Currency Capital | Irvine | CA | 05/2017 | 11/2017 |
| Austin Peay State University | Clarksville | TN | 08/2013 | 05/2017 |
| Victoria Secret | Clarksville | TN | 05/2016 | 02/2017 |
| Northwestern Mutual | Nashville | TN | 01/2017 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Pasadena | CA | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | Present |
*568340 - Coalition for Engaged Education; Investment related-No; Santa Monica, California; Children/Youth; Board Member, Finance Committee, Vice Chair Position, Governance committee. (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
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