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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| AZ | RA | APPROVED | 2024-07-23 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 08/2023 | Present |
| Akorbi | Plano | TX | 12/2022 | 05/2023 |
| Jcurve/Connexus | Tempe | AZ | 07/2022 | 12/2022 |
| Universal Language Service | Bellevue | WA | 05/2021 | 04/2022 |
| Cyracom International | Phoenix | AZ | 07/2012 | 05/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | Present |
*567033 - Amazon KDP; Investment related -No; Seattle, Washington; Publishing; Author (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 1; Sales/Marketing *566391 - North America Customer Service Management Association; Investment related -No; Arizona; Consulting; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-22 |
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