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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| AZ | RA | APPROVED | 2017-05-08 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
Paradise Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 10/2012 | 04/2017 |
| Morgan Stanley Smith Barney Llc | Scottsdale | AZ | 04/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2017 | Present |
1. Beashouse LLC; Investment related: Yes; Puerto Penasco, Sonora, MX; Vacation Rental; Owner / Partner / Manager (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 1; The LLC is being formed to own a vacation rental home. The vacation home will be occupied by my family approximately 50% of the time and the other 50% of the time will be rented out to cover annual costs. *377562- Finlas Tam LLC; Investment related: Yes; Paradise Valley, Arizona; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2019; During business hours: 0; After business hours: 1; Keep the house livable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-15 |
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