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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matson Money, Inc. | Scottsdale | AZ | 07/2018 | 07/2024 |
| Voya | Phoenix | AZ | 09/2017 | 07/2018 |
| Gabriel Partners Llc | Phoenix | AZ | 12/2016 | 09/2017 |
| Morgan Stanley | New York | NY | 09/2016 | 11/2016 |
| Studioi, Llc | Phoenix | AZ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-28 |
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