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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 | 2024-01-31 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
595 Humboldt St Ste 200, Reno, NV 89509 • United States
Houston, TX • United States
15169 N Scottsdale Road Suite C340-350 [Satellite], Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Scottsdale | AZ | 07/2016 | 09/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Scottsdale | AZ | 07/2016 | 09/2017 |
| Core Baseball | Chandler | AZ | 11/2016 | 01/2017 |
| Valet Waste | Tampa | FL | 03/2017 | 08/2017 |
| Morgan Stanley | Houston | TX | 09/2017 | 01/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 01/2024 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2017 | Present |
LEBLANC PRIVATE WEALTH MANAGMENT LLC; INV RELATED; HOUSTON, TX; 100% OWNERSHIP; START 02/01/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FOR FINET PRACTICE. ALCHEMY GOLF; NOT INV RELATED;HOUSTON,TX; GOLF; BRAND AMBASSADOR; START DATE: 03/31/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
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