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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-06 |
Branch Locations
58 South River Drive Suite 401, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tempe | AZ | 04/2025 | Present |
| Epic Valet | Scottsdale | AZ | 08/2019 | 01/2025 |
| Joseph Bernard Investment Real Estate | Scottsdale | AZ | 09/2022 | 06/2024 |
| Coleman Powersports | Scottsdale | AZ | 08/2020 | 06/2021 |
| First Financial Corporate Services | Scottsdale | AZ | 07/2018 | 02/2019 |
| Arizona State University | Scottsdale | AZ | 08/2006 | 05/2024 |
*637806 - Roosted.IO; Investment related: No; Cave Creek, Arizona; Real Estate; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 0; Referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
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