Conor K Dunn

$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
AZ	RA	APPROVED	2026-07-02
TX	RA	APPROVED	2026-07-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Gilbert	AZ	08/2025	Present
Unemployed	Phoenix	AZ	05/2025	08/2025
Addison Group	Phoenix	AZ	02/2025	05/2025
Fiesta Sports Foundation	Scottsdale	AZ	12/2024	01/2025
Unemployed	Phoenix	AZ	09/2024	12/2024
Graduate Student	Durham		09/2023	09/2024
Unemployed	Phoenix	AZ	06/2023	09/2023
University Of California, Santa Barbara	Goleta	CA	06/2022	06/2023
Full Time Student	Goleta	CA	09/2018	06/2022
University Of California, Santa Barbara Athletics	Goleta	CA	07/2018	08/2018
Highschool Student	Phoenix	AZ	08/2014	07/2018

08/2025 → Present

Morgan Stanley

Gilbert, AZ
05/2025 → 08/2025

Unemployed

Phoenix, AZ
02/2025 → 05/2025

Addison Group

Phoenix, AZ
12/2024 → 01/2025

Fiesta Sports Foundation

Scottsdale, AZ
09/2024 → 12/2024

Unemployed

Phoenix, AZ
09/2023 → 09/2024

Graduate Student

Durham
06/2023 → 09/2023

Unemployed

Phoenix, AZ
06/2022 → 06/2023

University Of California, Santa Barbara

Goleta, CA
09/2018 → 06/2022

Full Time Student

Goleta, CA
07/2018 → 08/2018

University Of California, Santa Barbara Athletics

Goleta, CA
08/2014 → 07/2018

Highschool Student

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-27
S63	Uniform Securities Agent State Law Examination	2025-10-24

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