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Paul Roger Tschudy

Morgan Stanley

Gilbert, AZ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-07
AZ RA APPROVED 2024-12-13
  • TX RA
    APPROVED
    Since 2025-01-07
  • AZ RA
    APPROVED
    Since 2024-12-13

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • 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
The Vanguard Group, Inc. Scottsdale AZ 05/2023 10/2024
Unemployed Phoenix AZ 01/2023 05/2023
Amerifirst Financial, Inc. Gilbert AZ 02/2017 01/2023
First American Mortgage Solutions Tempe AZ 04/2011 02/2017
Morgan Stanley Gilbert AZ 11/2024 Present
  • 05/2023 → 10/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2023 → 05/2023
    Unemployed
    Phoenix, AZ
  • 02/2017 → 01/2023
    Amerifirst Financial, Inc.
    Gilbert, AZ
  • 04/2011 → 02/2017
    First American Mortgage Solutions
    Tempe, AZ
  • 11/2024 → Present
    Morgan Stanley
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-10
S63 Uniform Securities Agent State Law Examination 2023-07-31
  • S66 Uniform Combined State Law Examination
    2024-12-10
  • S63 Uniform Securities Agent State Law Examination
    2023-07-31
Other Names
  • Paul Tschudy

View on SEC IAPD

Other Firms

WATTS GWILLIAM & COMPANY, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
BRIGHTGUIDE FINANCIAL
KINGSLEY WEALTH PARTNERS, INC.
VM JONES FINANCIAL CONSULTING, L.L.C.

Other Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam
Benjamin Cooper
DANIEL BRADFORD GWILLIAM
JEFFREY STEPHEN WATTS
JONATHAN MARK VEST
JEFFREY ALLEN FRYER

Other Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ
EDWARD JONES · GILBERT, AZ
MONEY CONCEPTS CAPITAL CORP · GILBERT, AZ
BRIGHTGUIDE FINANCIAL · GILBERT, AZ
KINGSLEY WEALTH PARTNERS, INC. · GILBERT, AZ

More in Gilbert, AZ

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