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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2025-10-09 |
Branch Locations
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 11/2023 | 12/2023 |
| Clearpoint Neuro | Solana Beach | CA | 10/2021 | 10/2023 |
| Philips | San Diego | CA | 02/2016 | 10/2021 |
| Irras Usa | San Diego | CA | 07/2019 | 10/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2023 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | 10/2025 |
| Morgan Stanley | Rancho Santa Fe | CA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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