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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-28 |
Branch Locations
58 South River Drive Suite 401, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tempe | AZ | 10/2024 | Present |
| San Diego State University | San Diego | CA | 08/2020 | 05/2024 |
| The Heights Golf Club | San Diego | CA | 01/2023 | 06/2023 |
| Bladium Sports And Fitness Club | Alameda | CA | 01/2021 | 08/2021 |
| N/A (Unemployed) | San Diego | CA | 05/2024 | 10/2024 |
| St. Joseph Notre Dame | Alameda | CA | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-30 |
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