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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-06 |
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 09/2017 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2017 | 03/2025 |
| Pizza Hut | Colorado Springs | CO | 03/2017 | 07/2017 |
| Unemployed | Denver | CO | 06/2015 | 02/2017 |
| Unemployed | Denver | CO | 07/2017 | 09/2017 |
| Morgan Stanley | Claremont | CA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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