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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-29 |
| CA | RA | APPROVED | 2024-05-17 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 05/2023 | Present |
| First Republic Investment Management | Los Angeles | CA | 01/2023 | 05/2023 |
| Chipotle Mexican Grill | Hermosa Beach | CA | 05/2019 | 12/2022 |
| Jamba Juice | Manhattan Beach | CA | 05/2018 | 03/2019 |
| Strategic Index Money Management | Manhattan Beach | CA | 05/2021 | 08/2021 |
| Bishop Montgomery High School | Torrance | CA | 08/2014 | 05/2018 |
| Wallender & Associates | Manhattan Beach | CA | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
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