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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
Branch Locations
19200 Von Karman Ave 4Th Floor, Irvine, CA 92612 • United States
Diamond Bar, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pasadena | CA | 02/2018 | 03/2024 |
| Unemployed | Diamond Bar | CA | 12/2017 | 02/2018 |
| California State University Of Fullerton | Fullerton | CA | 08/2010 | 01/2018 |
| Kohl's | Chino Hills | CA | 08/2016 | 08/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 03/2024 |
| Tiaa | Irvine | CA | 05/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Irvine | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
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