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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-16 |
| CA | RA | APPROVED | 2022-04-11 |
Branch Locations
10960 Wilshire Boulevard Suite 2000, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 07/2021 | Present |
| Source One Global | Los Angeles | CA | 09/2020 | 07/2021 |
| James Capital Advisors | Westwood | CA | 01/2020 | 09/2020 |
| Rex Real Estate | Woodland Hills | CA | 10/2018 | 01/2020 |
| Merrill Lynch | Century City | CA | 05/2017 | 07/2017 |
| Lululemon | Santa Monica | CA | 08/2016 | 04/2017 |
| Unemployed/Education | Malibu | CA | 07/2017 | 10/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
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