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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-25 |
| AZ | RA | APPROVED | 2020-11-23 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mesa | AZ | 04/2014 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2017 | 04/2019 |
| Bank Of America, N.A. | Chandler | AZ | 08/2017 | 04/2019 |
| Morgan Stanley | Gilbert | AZ | 11/2020 | Present |
| Saturn Wealth Llc | Gilbert | AZ | 02/2020 | 10/2020 |
| Unemployed | Gilbert | AZ | 05/2019 | 01/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-12 |
| S66 | Uniform Combined State Law Examination | 2008-08-02 |
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