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10045 East Dynamite Boulevard Suite F225, Scottsdale, AZ 85262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-04 |
| AZ | RA | APPROVED | 2016-09-28 |
Branch Locations
10045 East Dynamite Boulevard Suite F225, Scottsdale, AZ 85262 • 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 & Co., Incorporated | Scottsdale | AZ | 04/2007 | 09/2016 |
| Morgan Stanley Smith Barney | Scottsdale | AZ | 06/2009 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2016 |
| North Scottsdale Wealth Advisors, Llc | Scottsdale | AZ | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-27 |
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