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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-19 |
| TX | RA | APPROVED | 2020-03-02 |
| WA | RA | APPROVED | 2019-12-23 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Thousand Oaks | CA | 06/2018 | 09/2018 |
| Sabre Financial Services | Westlake Village | CA | 05/2017 | 02/2018 |
| Union Bank Of Switzerland (Ubs) | Westlake Village | CA | 02/2017 | 05/2017 |
| Cal Lutheran University | Thousand Oaks | CA | 09/2014 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 09/2018 | 11/2018 |
| Thrivent Investment Management Inc | Glendale | CA | 11/2018 | 09/2019 |
| Thrivent Financial | Appleton | WI | 11/2018 | 02/2019 |
| Thrivent Financial | Appleton | WI | 02/2019 | 09/2019 |
| Morgan Stanley | Beverly Hills | CA | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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