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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 08/2018 | 05/2020 |
| The Northern Trust Company | Phoenix | AZ | 12/2017 | 08/2018 |
| Arizona Christian University | Phoenix | AZ | 01/2014 | 12/2017 |
| Arizona Christian University | Phoenix | AZ | 08/2017 | 12/2017 |
| Arizona Christian University | Phoenix | AZ | 08/2016 | 05/2017 |
| Morgan Stanley | Tempe | AZ | 05/2020 | 02/2025 |
| Ameriprise Financial Services, Llc | Phoenix | AZ | 02/2025 | 07/2025 |
| Morgan Stanley | Waukesha | WI | 08/2025 | Present |
*656077 - Vacation home in AZ; Investment related: Yes; Cave Creek; Arizona; Real Estate, Rental Property; Sole Proprietor/Owner;(proprietor, partner, officer, director, employee, trustee, agent) 08/25; During business hours: 0; After business hours: 0; None - we hired a property management company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-17 |
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