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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-22 |
| CA | RA | APPROVED | 2021-04-19 |
Branch Locations
2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Santa Monica | CA | 12/2017 | 11/2018 |
| Bonhomie | Los Angeles | CA | 06/2014 | 04/2018 |
| Hilltop Securities | Beverly Hills | CA | 11/2018 | 02/2019 |
| Morgan Stanley | Beverly Hills | CA | 02/2019 | 03/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 03/2021 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 05/2021 | Present |
*406952 - BONHOMIE; Investment related - No; Santa Monica; California; Retail/Online Stores; Advisory consultant (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 10; Advisory consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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