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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED_RES | 2025-09-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2022 | 10/2022 |
| Solomon Edwards | Phoenix | AZ | 01/2022 | 05/2022 |
| Hopebridge | Phoenix | AZ | 06/2021 | 12/2021 |
| Experity Teleradiology | Phoenix | AZ | 08/2019 | 09/2021 |
| Experity Teleradiology | Biloxi | MS | 06/2019 | 08/2019 |
| Rpm Pizza/Domino's | Biloxi | MS | 02/2019 | 07/2019 |
| Jimmy Johns | Gulfport | MS | 01/2019 | 03/2019 |
| Volt | Las Cruces | NM | 11/2016 | 12/2018 |
| General Dynamics | Las Cruces | NM | 01/2016 | 10/2016 |
| Paradise Valley Community College | Phoenix | AZ | 08/2020 | 05/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 05/2020 |
| Ashford University | Las Cruces | NM | 10/2016 | 11/2016 |
| Morgan Stanley | Tempe | AZ | 02/2023 | Present |
| Events & Adventures | Phoenix | AZ | 10/2022 | 12/2022 |
| Therapy Travelers | Phoenix | AZ | 01/2023 | 02/2023 |
*615477 - ReRoll Crafts; Investment related: Yes; Chandler, Arizona; Retail/Online Stores; Partner(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 40; Administrative:Accounting/Bookkeeping:Business Development/Growth:Customer Service:Fundraising:Labor/Service:Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-13 |
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