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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2025-01-10 |
Branch Locations
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 10/2017 | 01/2025 |
| California State University San Marcos | San Marcos | CA | 08/2015 | 05/2019 |
| Costco Wholesale | San Diego | CA | 10/2015 | 08/2018 |
| Morgan Stanley Smith Barney Llc | Rancho Santa Fe | CA | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*627878- Ticket Chomp LLC; Investment related-Yes; Carlsbad, California; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Managing Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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