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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
5796 Armada Drive Suite 200, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 12/2018 | 06/2020 |
| Sprouts Farmers Market | Petaluma | CA | 06/2017 | 12/2018 |
| Arizona State University | Tempe | AZ | 08/2020 | 04/2021 |
| Fidelity Investments | Sacramento | CA | 07/2025 | 02/2026 |
| Education At Work | Tempe | AZ | 09/2021 | 03/2023 |
| United States Postal Service | Petaluma | CA | 04/2021 | 06/2021 |
| United Parcel Service | Petaluma | CA | 10/2018 | 12/2018 |
| Unemployed | Tempe | AZ | 06/2021 | 09/2021 |
| Unemployed | Tempe | AZ | 03/2023 | 12/2023 |
| United Parcel Service | Petaluma | CA | 06/2020 | 08/2020 |
| Casa Grande High School | Petaluma | CA | 12/2013 | 06/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2023 | 06/2025 |
| Morgan Stanley | Carlsbad | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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