Benjamin David Stafford

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-05
AZ	RA	APPROVED	2023-10-11

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	11/2019	09/2023
Apple	Scottsdale	AZ	07/2019	11/2019
Tw Lewis Holding Company	Scottsdale	AZ	01/2019	05/2019
Linx	Orlando	FL	10/2018	12/2018
Unemployed	Kennett Square	PA	09/2018	10/2018
The Constellation Network	Kennett Square	PA	07/2016	08/2018
Epic Solutions	Kennett Square	PA	06/2018	07/2018
Airbnb	Kennett Square	PA	01/2018	09/2018
Uber Technology	Phoenix	AZ	06/2019	09/2019
Lyft	Phoenix	AZ	07/2019	09/2019
Bank Of America, N.A.	Chandler	AZ	03/2021	09/2023
Morgan Stanley	Gilbert	AZ	09/2023	Present

11/2019 → 09/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
07/2019 → 11/2019

Apple

Scottsdale, AZ
01/2019 → 05/2019

Tw Lewis Holding Company

Scottsdale, AZ
10/2018 → 12/2018

Linx

Orlando, FL
09/2018 → 10/2018

Unemployed

Kennett Square, PA
07/2016 → 08/2018

The Constellation Network

Kennett Square, PA
06/2018 → 07/2018

Epic Solutions

Kennett Square, PA
01/2018 → 09/2018

Airbnb

Kennett Square, PA
06/2019 → 09/2019

Uber Technology

Phoenix, AZ
07/2019 → 09/2019

Lyft

Phoenix, AZ
03/2021 → 09/2023

Bank Of America, N.A.

Chandler, AZ
09/2023 → Present

Morgan Stanley

Gilbert, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-09

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