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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
8601 N Scottsdale Rd Ste 150 [Tl-Rbo], Scottsdale, AZ 85253 • United States
8675 N Scottsdale Rd, Scottsdale, AZ 85253 • United States
10921 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
16355 E Palisades Blvd, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 02/2021 | 11/2021 |
| Unemployed | Chicago | IL | 05/2020 | 09/2020 |
| Nico Trading | Chicago | IL | 11/2018 | 04/2020 |
| Omnipoint Capital | Chicago | IL | 06/2016 | 11/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | 11/2021 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 12/2021 | 02/2026 |
| Jp Morgan Chase Bank, N,A, | Phoenix | AZ | 12/2021 | 02/2026 |
| Unemployed | Fountain Hills | AZ | 10/2020 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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