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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| CA | RA | APPROVED | 2025-05-06 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 08/2024 | Present |
| Merjent | Minneapolis | MN | 05/2022 | 11/2024 |
| Kasson Dental Clinic | Mantorville | GA | 10/2017 | Present |
| Doordash | Rochester | MN | 07/2020 | 08/2021 |
| City Of Kasson | Kasson | MN | 05/2018 | 08/2018 |
| City Of Kasson | Kasson | MN | 05/2019 | 08/2019 |
| Unemployed | Mantorville | MN | 08/2014 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
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