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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2023 | 10/2025 |
| Primoris Services Corporation | Lake Forest | CA | 10/2022 | 03/2023 |
| Primoris Services Corporation | Lake Forest | CA | 08/2020 | 10/2022 |
| San Diego Zoo Safari Park | Escondido | CA | 02/2020 | 07/2020 |
| Unemployed | Irvine | CA | 11/2019 | 02/2020 |
| Residence Inn By Marriott, Seattle Downtown/Lake Union | Seattle | WA | 03/2018 | 10/2019 |
| Starbucks | Tukwila | WA | 09/2017 | 03/2018 |
| Unemployed | Normandy Park | WA | 06/2017 | 08/2017 |
| Humboldt State University | Arcata | CA | 08/2016 | 05/2017 |
| Morgan Stanley | Tempe | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-25 |
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