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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-29 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Moraga | CA | 06/2015 | 04/2017 |
| Merrill Lynch Pierce Fenner & Smith | Pleasanton | CA | 04/2017 | 09/2022 |
| Morgan Stanley | Walnut Creek | CA | 09/2022 | Present |
*522796 - Income Property; Investment related: Yes; Antioch, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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