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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-07-18 |
| CA | RA | APPROVED | 2019-07-17 |
Branch Locations
8601 N Scottsdale Rd Ste 150 [Tl-Rbo], Scottsdale, AZ 85253 • United States
15760 N Frank Lloyd Wright Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 04/2018 | 03/2019 |
| Immigration Capital | Henderson | NV | 05/2015 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 03/2019 |
| Wells Fargo Bank, Na | Phoenix | AZ | 06/2019 | Present |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 06/2019 | Present |
| Apex Systems | Scottsdale | AZ | 03/2019 | 06/2019 |
REN REAL ESTATE LLC, INV RELATED, CHANDLER, AZ, 100% OWNERSHIP, START 6/4/2009, ZERO HOURS PER MONTH, ZERO DURING TRADING, PERPETUAL LLC USED FOR PERSONAL BANKING. UBER, NOT INV RELATED, CHANDLER, AZ, DRIVER, START 8/1/2019, 40 HOURS DURING TRADING, ZERO HOURS PER MONTH, DRIVER. DESERT MOUNTAIN HIGH SCHOOL BAND BOOSTERS; NOT INV RELATED; SCOTTSDALE, AZ; TREASURER; START DATE 5/1/2025; 20 HOURS PER MONTH; 0 DURING TRADING; ATTENDING MEETINGS, DISCUSSING AND VOTING ON UNIFORM AND COSTUME DESIGNS, TRANSPORTATION, CATERING, AND BUDGET FOR THE SCHOOL YEAR, AND RESPONSIBLE FOR WRITING ANY CHECKS NEEDED AND KEEPING TRACK OF THE BUDGET FOR THE BAND.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-20 |
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