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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 02/2020 | 09/2025 |
| Beverly On Main | Scottsdale | AZ | 02/2017 | 02/2020 |
| Embassy Trade Advisors | Scottsdale | AZ | 08/2016 | 05/2017 |
| The Marshall Gallery Of Fine Art | Scottsdale | AZ | 06/2019 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Morgan Stanley | Tempe | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-04 |
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