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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, Llc | San Diego | CA | 09/2017 | 10/2022 |
| Wells Fargo Bank, N.A. | San Diego | CA | 01/2014 | 08/2017 |
| Independent Financial Group, Llc | San Diego | CA | 10/2022 | 04/2023 |
| Morgan Stanley | Sachse | TX | 05/2023 | Present |
554385 - KCM Digital Media LLC; Investment related - Yes; Sachse, Texas; Video Content Creation for multiple social media and retail platforms.; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 80; Administrative, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Labor/Service, Sales/Marketing, Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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