Miles James Mash

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2023-02-17
CA	RA	APPROVED	2023-02-16
TX	RA	APPROVED	2023-02-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Stifel, Voorhees Wealth Management Group	Newport Beach	CA	06/2017	07/2018
Skyline Construction And Design	Corona	CA	06/2016	01/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	09/2018	09/2021
Morgan Stanley	Honolulu	HI	02/2023	Present
Dicks Sporting Goods	Yorba Linda	CA	10/2022	01/2023
Unemployed	Yorba Linda	CA	09/2021	10/2022
K. Hall Design	Newport Beach	CA	05/2019	10/2019
Extended Travel	N/A	CA	07/2018	09/2018
Morgan Stanley Private Bank, N.A	New York	NY	06/2026	Present

06/2017 → 07/2018

Stifel, Voorhees Wealth Management Group

Newport Beach, CA
06/2016 → 01/2018

Skyline Construction And Design

Corona, CA
09/2018 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
02/2023 → Present

Morgan Stanley

Honolulu, HI
10/2022 → 01/2023

Dicks Sporting Goods

Yorba Linda, CA
09/2021 → 10/2022

Unemployed

Yorba Linda, CA
05/2019 → 10/2019

K. Hall Design

Newport Beach, CA
07/2018 → 09/2018

Extended Travel

N/A, CA
06/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

2018-09-17 → 2021-09-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
2018-03-16 → 2018-08-09

Stifel, Nicolaus & Company, Incorporated

Newport Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-16

Other Firms