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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2022 | 08/2024 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Rancho Manana Golf Club | Cave Creek | AZ | 05/2020 | 01/2022 |
| Kidspark | Phoenix | AZ | 05/2019 | 08/2019 |
| Cactus Shadows High School | Cave Creek | AZ | 08/2014 | 05/2018 |
| Don And Charlies | Scottsdale | AZ | 11/2016 | 05/2017 |
| Don And Charlies | Scottsdale | AZ | 11/2017 | 05/2018 |
| State Street Global Advisors Funds Distributors, Llc | Scottsdale | AZ | 08/2024 | 12/2025 |
| State Street Global Advisors Trust Company | Scottsdale | AZ | 08/2024 | 12/2025 |
| Mml Investors Services, Llc | Scottsdale | AZ | 02/2026 | 07/2026 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 01/2026 | 07/2026 |
| Morgan Stanley | Gilbert | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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