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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Diego | CA | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 04/2023 | 05/2026 |
| First Republic Bank | San Diego | CA | 08/2022 | 04/2025 |
| Wells Fargo Bank | El Cajon | CA | 08/2021 | 08/2022 |
| Wells Fargo Bank | San Diego | CA | 04/2020 | 08/2021 |
| Wells Fargo Bank | San Diego | CA | 11/2018 | 04/2020 |
| Self Employed | San Diego | CA | 11/2013 | 11/2018 |
*695132- National Notary Association; Investment related: No; Chatsworth, California; Notary Public; Notary Public (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 1; Notary Public
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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