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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-08-14 |
| AZ | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2022-07-29 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2018 | 10/2019 |
| Carvana.cOm | Tempe | AZ | 09/2017 | 02/2018 |
| Indeed Sales | Scottsdale | AZ | 06/2017 | 07/2017 |
| Realtor.cOm | Scottsdale | AZ | 08/2016 | 06/2017 |
| Arizona State University | Tempe | AZ | 05/2014 | 05/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2019 | 06/2022 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 08/2021 | 06/2022 |
| Charles Schwab Premiere Bank | Phoenix | AZ | 08/2021 | 06/2022 |
| Charles Schwab Trust Bank | Phoenix | AZ | 08/2021 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Scottsdale | AZ | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2025 | Present |
(1) 604509 - Fieldwork Phoenix; Not Investment Related; Phoenix, AZ; Market Research Studies; Research Participant (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 10; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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