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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
Branch Locations
200 N Pacific Coast Hwy Suite 1825, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rolling Hills Estates | CA | 11/2017 | 11/2021 |
| U.S. Trust | Los Angeles | CA | 01/2014 | 06/2017 |
| Unemployed | Hermosa Beach | CA | 07/2017 | 11/2017 |
| Morgan Stanley Private Bank, N.A. | Rolling Hills Estates | CA | 02/2018 | 11/2021 |
| Versity Invest, Llc | Aliso Viejo | CA | 10/2022 | 12/2023 |
| Wealthforge Securities Llc | Aliso Viejo | CA | 10/2022 | 12/2023 |
| Tomblin Asset Management | Torrance | CA | 11/2021 | 10/2022 |
| Massmutual Life Insurance Co | El Segundo | CA | 02/2026 | Present |
| Mml Investors Services, Llc | El Segundo | CA | 03/2026 | Present |
| Unemployed | Hermosa Beach | CA | 12/2023 | 03/2024 |
| Steel Peak Wealth | Beverly Hills | CA | 03/2024 | 02/2026 |
| Highgrove Holdings | Torrance | CA | 11/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-16 |
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
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