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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 | 2025-09-18 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2024 | 07/2025 |
| Dominos Pizza | Boise | ID | 10/2021 | 04/2022 |
| Leucadia Pizzeria | Encinitas | CA | 05/2021 | 08/2021 |
| Urbn Pizza | Encintias | CA | 05/2020 | 08/2020 |
| Chilis | Boise | CA | 01/2020 | 04/2020 |
| Gelato 101 | Encinitas | CA | 05/2019 | 07/2019 |
| Shootsta | Carlsbad | CA | 11/2018 | 02/2019 |
| Target | Encinitas | CA | 06/2018 | 10/2018 |
| Canyon Crest Academy | Caramel Valley | CA | 08/2014 | 06/2018 |
| Boise State University | Boise | ID | 08/2019 | 05/2022 |
| Madre Taqueria | Boise | ID | 10/2020 | 10/2020 |
| First Choice Services | San Diego | CA | 09/2023 | 11/2023 |
| The Upper Deck Company | Carlsbad | CA | 06/2022 | 09/2023 |
| Staffable Agency | San Diego | CA | 11/2020 | 08/2021 |
| Esyoh | Encinitas | CA | 06/2016 | 10/2016 |
| Self-Employed | San Diego | CA | 11/2023 | 04/2024 |
| Self-Employed | San Diego | CA | 06/2020 | 08/2020 |
| Self-Employed | San Diego | CA | 05/2022 | 04/2024 |
| Self-Employed | Scottsdale | AZ | 11/2019 | 06/2025 |
| Morgan Stanley | Carlsbad | CA | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-01 |
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