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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-11 |
| CA | RA | APPROVED | 2025-03-17 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 01/2017 | 09/2022 |
| Robert H Lange Preschool | Mission Viejo | CA | 05/2016 | 08/2016 |
| Laura's House | Ladera Ranch | CA | 01/2016 | 06/2016 |
| Unemployed | Lake Forest | CA | 08/2016 | 12/2016 |
| Morgan Stanley | Irvine | CA | 01/2025 | Present |
| Wintersburg Church | Santa Ana | CA | 09/2022 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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