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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-13 |
| TX | RA | APPROVED_RES | 2022-07-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2019 | 06/2022 |
| Discountpatio.cOm | Gilbert | AZ | 12/2017 | 05/2019 |
| The Cellular Connection | Gilbert | AZ | 11/2015 | 12/2017 |
| Morgan Stanley | Tempe | AZ | 06/2022 | Present |
*651823 - Home365 - Rental Property; Investment related: Yes; San Tan Valley, Arizona; Real Estate, Rental Property; Landloard (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 0; Rental Property - Landloard
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-11 |
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