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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-10-18 |
Branch Locations
23350 N Pima Road, Scottsdale, AZ 85255-7153 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 06/2011 | 02/2017 |
| Edward Jones | St.LOuis | MO | 02/2017 | 09/2018 |
| M. S. Howells & Co. | Scottsdale | AZ | 10/2018 | Present |
| Msh Capital Advisors, Llc | Scottsdale | AZ | 10/2018 | Present |
1) MAR 2020; THE SIDE YARD, CAVE CREEK, AZ; NON INVESTMENT RELATED; WOOD WORKING; OWNER; VARIOUS WOOD PROJECTS; DEVOTE 10 HRS/WEEK DURING NON MARKET HOURS. 2) DEC 2022; YMCA ADVISORY BOARD, SCOTTSDALE, AZ; NON INVESTMENT RELATED; BOARD MEMBER; VOLUNTEER BOARD SEAT; DEVOTE 3 HRS DURING NON MARKET HOURS. 3) MS Insentra; Investment related; Scottsdale, AZ; Nature- Insurance IMO; Position/Title- Rep; Start date- 12.31.2018; Approximately 2 hours per month; 2 during trading ours; Description- Insurance sales 4) Flag Drop Solutions; Investment related- yes; Cave Creek, AZ; Nature- FINRA & SEC compliance; Position/Title- Owner; Start date 6.1.25; Approximately 10 hours per month, 10 during trading hours; Description- Supervision of IAs & IARs and other compliance related duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-01 |
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