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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-24 |
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2019 | 08/2022 |
| Godaddy | Tempe | AZ | 08/2018 | 07/2019 |
| Kelly Services | Chandler | AZ | 05/2018 | 08/2018 |
| Compass Group | Chandler | AZ | 07/2018 | 07/2018 |
| Wells Fargo | Chandler | AZ | 01/2018 | 05/2018 |
| Gm Financial | Chandler | AZ | 09/2016 | 01/2018 |
| Lowes | Chandler | AZ | 10/2017 | 12/2017 |
| Cheesecake Factory | Chandler | AZ | 09/2017 | 09/2017 |
| Dignity Health | Gilbert | AZ | 07/2016 | 11/2016 |
| Bank Of America / Merrill | Chandler | AZ | 08/2019 | 08/2022 |
| J.P. Morgan Securities, Llc | Tempe | AZ | 08/2022 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 08/2022 | 04/2024 |
| Raymond James Financial Services, Inc. | Queen Creek | AZ | 04/2024 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Queen Creek | AZ | 04/2024 | 03/2026 |
| Rio Solado College | Tempe | AZ | 03/2017 | 07/2017 |
| Desert Financial Wealth Management | Queen Creek | AZ | 04/2024 | 03/2026 |
| Morgan Stanley | Tempe | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-03 |
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