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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
| AZ | RA | APPROVED | 2025-09-18 |
Branch Locations
16155 North 83Rd Avenue Suite 100, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Arizona Bowling Institute Llc | Phoenix | AZ | 07/2008 | 06/2025 |
| J.P. Morgan Securities Inc | Scottsdale | AZ | 09/2009 | 06/2025 |
| Morgan Stanley | Scottsdale | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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