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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-31 |
| AZ | RA | APPROVED | 2019-10-25 |
| TX | RA | APPROVED | 2019-10-14 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 06/2019 | Present |
| Northwestern Mutual | Gilbert | AZ | 01/2019 | 02/2019 |
| Arizona State University | Tempe | CO | 08/2015 | 05/2019 |
| Uber | Pheonix | AZ | 05/2018 | 11/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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