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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-16 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
136 Madison Avenue 6Th Floor, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 06/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2015 | 06/2024 |
| Ameriprise Financial Services Llc | New York | NY | 06/2024 | 06/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2015 | 06/2024 |
| United Planners Financial Services | Scottsdale | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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