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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| NY | RA | APPROVED | 2026-03-23 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2023 | Present |
| Amazon | San Diego | CA | 10/2021 | 03/2022 |
| The Cheesecake Factory | San Diego | CA | 08/2021 | 09/2021 |
| The Cheesecake Factory | Temecula | CA | 10/2018 | 08/2021 |
| Lorimar Vineyards And Winery | Temecula | CA | 03/2016 | 11/2018 |
| Mt. San Jacinto College | Menifee | CA | 08/2015 | 05/2020 |
| San Diego State University | San Diego | CA | 08/2020 | 12/2022 |
| Unemployed | San Diego | CA | 12/2022 | 06/2023 |
| Unemployed | New York | NY | 06/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-26 |
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