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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-10 |
| AZ | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Phoenix | AZ | 03/2023 | Present |
| Nationstar Mortgage Dba Mr. Cooper | Chandler | AZ | 05/2020 | 05/2022 |
| Freedom Mortgage | Phoenix | AZ | 05/2022 | 11/2022 |
| University Of Arizona | Tucson | AZ | 05/2016 | 05/2020 |
| Intuit | Phoenix | AZ | 12/2022 | 03/2023 |
*654484 - The Family Project LLC; Investment related: Yes; Maricopa, Arizona; Social Media; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 1; Administrative:Business Development/Growth:Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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