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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-14 |
| UT | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-08-29 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 01/2025 | Present |
| Samsara | San Francisco | CA | 01/2024 | 09/2024 |
| Crayon | Boston | MA | 08/2021 | 07/2023 |
| University Of San Francisco | San Francisco | CA | 08/2013 | 05/2021 |
| Athleta | San Francisco | CA | 09/2020 | 10/2020 |
| University Of San Francisco | San Francisco | CA | 08/2020 | 08/2020 |
| University Of San Francisco | San Francisco | CA | 08/2018 | 08/2018 |
| Morgan Stanley | Park City | UT | 05/2018 | 07/2018 |
| N/A | Scottsdale | AZ | 05/2021 | 08/2021 |
| N/A | Scottsdale | AZ | 01/2015 | 05/2018 |
| N/A | Scottsdale | AZ | 07/2023 | 01/2024 |
| N/A | Scottsdale | AZ | 09/2024 | 01/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
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