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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-25 |
| CA | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | La Jolla | CA | 12/2023 | Present |
| Lincoln Consulting Group | Santa Rosa | CA | 07/2023 | 12/2023 |
| Biddle Ranch Vineyard | San Luis Obispo | CA | 06/2021 | 07/2023 |
| Domaine Della Wines | Santa Rosa | CA | 05/2019 | 08/2020 |
| Gio's Pizza | Santa Rosa | CA | 05/2018 | 08/2020 |
| Full Time Student | Santa Rosa | CA | 01/2005 | 06/2022 |
*577928- Domaine Della; Investment related -No; Santa Rosa, California; Agriculture; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 5; Customer Service, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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