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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-20 |
| PA | RA | APPROVED | 2026-04-20 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Berwyn | PA | 12/2019 | 01/2025 |
| University System Of New Hampshire Biz Serv Off | Durham | NH | 09/2015 | 11/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | 01/2025 |
| Congressional Country Club Inc | Bethesda | MD | 07/2021 | 01/2022 |
| Ubs | La Jolla | CA | 01/2019 | 01/2019 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 02/2025 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 02/2025 | 09/2025 |
| Morgan Stanley | Newington | NH | 07/2017 | 08/2017 |
| Lpga Amateurs - Philadelphia Chapter | Daytona Beach | FL | 06/2024 | 01/2025 |
| Wise - Women In Sports And Events Nyc | New York | NY | 12/2023 | 01/2025 |
| Sofi Securities Llc | Greenville | DE | 04/2026 | Present |
| Sofi Wealth Llc | Greenville | DE | 04/2026 | Present |
| Birch & Beam Co. | Philadelphia | PA | 08/2025 | Present |
Birch & Beam Co. 533 E Girard Ave Unit #684, Philadelphia, PA 19125 residential renovations 5-10 hours/month 0 hours during securities trading hours administrative duties, marketing and brand development, design consultation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
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