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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-10 |
Branch Locations
Scottsdale, AZ • United States
Scottsdale, AZ • United States
14274 N Northsight Blvd Suite 100, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 07/2013 | 11/2020 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 11/2020 | 09/2021 |
| Morgan Stanley | Tempe | AZ | 09/2021 | 05/2025 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 02/2026 | Present |
| Unemployed | Scottsdale | AZ | 05/2025 | 07/2025 |
| Fairmont Scottsdale Princess | Scottsdale | AZ | 11/2025 | 01/2026 |
| Yrefy Llc | Phoenix | AZ | 01/2026 | 02/2026 |
| Chick-Fil-A | Scottsadale | AZ | 02/2026 | 02/2026 |
| Percepta Llc | Tempe | AZ | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-18 |
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