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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-02 |
Branch Locations
58 South River Drive Suite 401, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2022 | 08/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 12/2021 | 10/2022 |
| Heartland Stone | Columbia | MO | 08/2021 | 12/2021 |
| Krcg | New Bloomfield | MO | 06/2021 | 07/2021 |
| Walmart | Cave Creek | AZ | 08/2020 | 01/2021 |
| Hawaii Island Events | Kailua-Kona | HI | 12/2018 | 01/2019 |
| Hawaii Island Events | Kailua-Kona | HI | 05/2018 | 07/2018 |
| Biola University | La Mirada | CA | 08/2017 | 03/2020 |
| Hawaii Preparatory Academy | Kamuela | HI | 06/2017 | 08/2017 |
| Hawaii Preparatory Academy | Kamuela | HI | 08/2013 | 05/2017 |
| Khon2 | Honolulu | HI | 06/2020 | 08/2020 |
| West Hawaii Today | Kailua-Kona | HI | 07/2019 | 08/2019 |
| Biola University | Mesa | AZ | 03/2020 | 04/2020 |
| Biola University | Cave Creek | AZ | 04/2020 | 12/2020 |
| Biola University | La Mirada | CA | 04/2019 | 06/2019 |
| Biola University | La Mirada | CA | 10/2019 | 03/2020 |
| Biola University | La Mirada | CA | 01/2021 | 05/2021 |
| Self Employed | Phoenix | AZ | 02/2024 | 06/2024 |
| Raymond James Financial Services Inc. | Honolulu | HI | 11/2024 | 03/2025 |
| First Hawaiian Advisors | Honolulu | HI | 11/2024 | 03/2025 |
| First Hawaiian Bank | Honolulu | HI | 11/2024 | 03/2025 |
| Morgan Stanley | Tempe | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-23 |
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