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Mason V September

Morgan Stanley

Scottsdale, AZ

CRD 7558721

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-25
AZ RA APPROVED 2023-01-12
  • TX RA
    APPROVED
    Since 2023-01-25
  • AZ RA
    APPROVED
    Since 2023-01-12

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Scottsdale AZ 06/2022 Present
Loan Depot Chandler AZ 09/2021 04/2022
Caliber Home Loans Coppell TX 02/2021 08/2021
Evening Entertainment Group Scottsdale AZ 12/2018 12/2020
Rodeo Ranch Tempe AZ 08/2018 12/2018
Fox Restaurant Concepts Scottsdale AZ 02/2018 09/2018
Victoria's Secret Scottsdale AZ 04/2017 01/2018
Brookfield Global Relocation Services Scottsdale AZ 05/2016 07/2018
  • 06/2022 → Present
    Morgan Stanley Smith Barney Llc
    Scottsdale, AZ
  • 09/2021 → 04/2022
    Loan Depot
    Chandler, AZ
  • 02/2021 → 08/2021
    Caliber Home Loans
    Coppell, TX
  • 12/2018 → 12/2020
    Evening Entertainment Group
    Scottsdale, AZ
  • 08/2018 → 12/2018
    Rodeo Ranch
    Tempe, AZ
  • 02/2018 → 09/2018
    Fox Restaurant Concepts
    Scottsdale, AZ
  • 04/2017 → 01/2018
    Victoria's Secret
    Scottsdale, AZ
  • 05/2016 → 07/2018
    Brookfield Global Relocation Services
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-09
  • S66 Uniform Combined State Law Examination
    2023-01-09
Other Names
  • Mayson Morrow
  • Mason V Morrow

View on SEC IAPD

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