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Current Employers
Msh Capital Advisors Llc

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-01-12
  • AZ RA
    APPROVED
    Since 2023-01-12

Branch Locations

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umb Scottsdale AZ 06/2013 10/2021
M. S. Howells & Co. Scottsdale AZ 01/2023 Present
Msh Capital Advisors Dba Candor Wealth Advisors Scottsdale AZ 01/2023 Present
Unemployed Scottsdale AZ 11/2021 12/2022
  • 06/2013 → 10/2021
    Umb
    Scottsdale, AZ
  • 01/2023 → Present
    M. S. Howells & Co.
    Scottsdale, AZ
  • 01/2023 → Present
    Msh Capital Advisors Dba Candor Wealth Advisors
    Scottsdale, AZ
  • 11/2021 → 12/2022
    Unemployed
    Scottsdale, AZ
Previous Registrations
Other Businesses

JAN 2023; MSHCA DBA CANDOR WELATH ADVISORS LLC, SCOTTSDALE; INVESTMENT RELATED MARKETING NAME USED FOR MSHCA; RELATIONSHIP MANAGER; DEVOTE 80 HRS/MONTH DURING MARKET HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-27
S63 Uniform Securities Agent State Law Examination 1999-11-22
  • S66 Uniform Combined State Law Examination
    2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    1999-11-22
Other Names
  • Susan Kay Cherry
  • Susan Cherry Smith

View on SEC IAPD

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