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Amy H Barchini

Morgan Stanley

Tempe, AZ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-04-11
  • AZ RA
    APPROVED
    Since 2025-04-11

Branch Locations

58 South River Drive Suite 401, Tempe, AZ 85281 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Scottsdale AZ 05/2021 08/2024
Edward Jones Scottsdale AZ 04/2017 05/2021
American Waterways (The Portland Spirit) Portland OR 05/2014 05/2017
Peak Reliability Vancouver WA 01/2014 10/2016
Silvertree Wealth Partners Scottsdale AZ 05/2021 08/2024
Raymond James Financial Services Advisors, Inc Scottsdale AZ 07/2024 08/2024
Morgan Stanley Tempe AZ 03/2025 Present
Fidelity Investments Scottsdale AZ 02/2025 03/2025
World Market Scottsdale AZ 09/2024 03/2025
  • 05/2021 → 08/2024
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 04/2017 → 05/2021
    Edward Jones
    Scottsdale, AZ
  • 05/2014 → 05/2017
    American Waterways (The Portland Spirit)
    Portland, OR
  • 01/2014 → 10/2016
    Peak Reliability
    Vancouver, WA
  • 05/2021 → 08/2024
    Silvertree Wealth Partners
    Scottsdale, AZ
  • 07/2024 → 08/2024
    Scottsdale, AZ
  • 03/2025 → Present
    Tempe, AZ
  • 02/2025 → 03/2025
    Fidelity Investments
    Scottsdale, AZ
  • 09/2024 → 03/2025
    World Market
    Scottsdale, AZ
Previous Registrations
Other Businesses

*634448 - Self Employment as gig musician; Investment related: No; Scottsdale, Arizona; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 24; Musical performance: sing and/or play piano/keyboard *634445 - Uber and or Lyft Rideshare Driving; Investment related: No; Scottsdale, Arizona; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 48; Transportation of passengers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-26
  • S66 Uniform Combined State Law Examination
    2024-06-26
Other Names
  • Amy Louise Hook
  • Amy Louise Harbron
  • Amy Harbron Dungey
  • Amy Harbron Barchini
  • Amy Barchini

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