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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-06 |
Branch Locations
7335 E Doubletree Ranch Rd, Scottsdale, AZ 85258 • United States
2850 East Camelback Road, #190, Phoenix, AZ 85016 • United States
7315 East Osborn Road, Scottsdale, AZ 85251 • United States
7602 E Indian School Road, Scottsdale, AZ 85251 • United States
4925 N 20Th Street, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc / Bank Of America | Princeton | NJ | 03/2019 | 09/2019 |
| Wells Fargo Bank, N.A. | Verona | NJ | 10/2012 | 03/2019 |
| Montclair State University | Montclair | NJ | 05/2016 | 05/2018 |
| Unemployed | Highland Park | NJ | 09/2019 | 08/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2020 | 10/2020 |
| Morgan Stanley | Gilbert | AZ | 04/2021 | 02/2025 |
| Unemployed | Highland Park | NJ | 11/2020 | 03/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | 02/2025 |
| Pnc Wealth Management | Scottsdale | AZ | 02/2026 | Present |
| Unemployed | Chandler | AZ | 03/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-23 |
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