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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| AZ | RA | APPROVED | 2025-06-19 |
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 | 06/2024 | Present |
| Morgan Stanley | Dallas | TX | 06/2023 | 08/2023 |
| Baylor University | Waco | TX | 08/2020 | 05/2024 |
| Notre Dame Preparatory | Scottsdale | AZ | 08/2016 | 05/2020 |
*556795 - Skylight Charitable Trust; Investment Related - No; Scottsdale, Arizona; Art/Culture, Children/Youth, Civic/Community, Education, Health and Welfare, Humanitarian, Medical; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2020; During Business Hours: 0; After Business Hours: 25; Administrative, I review grants proposals submitted to the foundation. I also take the minutes during the board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-17 |
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