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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cjsl | Fresno | CA | 08/2014 | 12/2023 |
| Buchanan High School | Clovis | CA | 08/2016 | 05/2020 |
| Fresno City College | Fresno | CA | 06/2019 | 12/2022 |
| San Jose State University | San Jose | CA | 01/2023 | 12/2023 |
| Principal Life Insurance | Fresno | CA | 12/2023 | 02/2025 |
| Principal Securities | Fresno | CA | 12/2023 | 02/2025 |
| Morgan Stanley | Newport Beach | CA | 04/2025 | Present |
*684403- NewForge Marketing Inc; Investment related: No; Westminster, California; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 80; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
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