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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-27 |
| CA | RA | APPROVED | 2023-10-26 |
Branch Locations
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
23701 Calabasas Rd, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 04/2017 | 05/2017 |
| Bank Of America | Thousand Oaks | CA | 09/2011 | 11/2016 |
| Unemployed | Porter Ranch | CA | 12/2016 | 03/2017 |
| Morgan Stanley | Woodland Hills | CA | 05/2017 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2017 | Present |
CHINESE CHRISTIAN ALLIANCE CHURCH DBA COMMUNITY CHRISTIAN ALLIANCE CHURCH, INV RELATED, GRANADA HILLS, CA, TREASURER, START 2/1/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING WORK OF VOLUNTEER ACCOUNTING, DONATIONS, DISBURSEMENTS, AND PRESENTING FINANCIAL REPORTS. WILBUR HOA; INV RELATED; NORTHRIDGE, CA; TREASURER; START DATE 1/1/2008; 2 HOURS PER MONTH; 0 DURING TRADING; ATTEND ANNUAL MEETING TO DISCUSS FINANCIALS, MAINTENANCE ISSUES, PAY BILLS, PREPARE FINANCIAL REPORTS AND BUDGET, AND VOTE ON PREVIOUS TOPICS. WILBUR HOA; INV RELATED; NORTHRIDGE, CA; PRESIDENT; START DATE 2/1/2024; 2 HOURS PER MONTH; 0 DURING TRADING; ATTEND AND OVERSEE MEETINGS TO ADDRESS MEMBER CONCERNS AND ISSUES RELATED TO THE HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-10 |
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