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4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-20 |
Branch Locations
4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Private Bank | Barrington | IL | 05/2015 | 08/2018 |
| Bmo Private Bank | Winnetka | IL | 08/2018 | 04/2020 |
| Stoker Ostler Wealth Advisors | Scottsdale | AZ | 04/2020 | 05/2022 |
| Stoker Ostler Wealth Advisors | Scottsdale | AZ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-21 |
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