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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Glendale | CA | 08/2023 | 12/2023 |
| Self-Employed | Lake Forest | CA | 07/2022 | 01/2024 |
| Concordia University Irvine | Irvine | CA | 08/2019 | 05/2023 |
| The Home Depot | San Ramon | CA | 06/2020 | 10/2021 |
| California High School | San Ramon | CA | 08/2015 | 05/2019 |
| Buffalo Wild Wings | San Ramon | CA | 06/2018 | 10/2018 |
| Unemployed | San Ramon | CA | 05/2019 | 08/2019 |
| Thrivent Investment Management Inc | Irvine | CA | 12/2023 | 06/2024 |
| Thrivent Financial | Appleton | WI | 01/2024 | 08/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | 06/2025 |
| Morgan Stanley | Irvine | CA | 07/2025 | Present |
*652234 - Concordia University Irvine; Investment Related - No; Irvine, California; Education; Employee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 20; Speech and Debate Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-23 |
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