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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-16 |
| CA | RA | APPROVED | 2023-10-11 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank N.A. | Los Angeles | CA | 12/2008 | 09/2017 |
| Unionbanc Investment Services | Beverly Hills | CA | 09/2017 | 11/2020 |
| Morgan Stanley | Westlake Village | CA | 05/2023 | Present |
| Robbins & Lloyd Mortgage Inc | Encino | CA | 08/2021 | 05/2023 |
| Homemaking | Toluca Lake | CA | 11/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-10 |
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