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7014 E Camelback Rd. Suite B100A, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
| AZ | RA | APPROVED | 2024-03-28 |
Branch Locations
7014 E Camelback Rd. Suite B100A, Scottsdale, AZ 85251 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mesa | AZ | 04/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Mesa | AZ | 12/2016 | 06/2021 |
| Morgan Stanley | Scottsdale | AZ | 06/2021 | 03/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | 03/2024 |
| Wealthstone Private Wealth Management, Llc | Scottsdale | AZ | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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