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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| AZ | RA | APPROVED | 2024-11-13 |
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 |
| Key Wealth Management | Scottsdale | AZ | 09/2023 | 01/2024 |
| The Wolff Company | Scottsdale | AZ | 06/2023 | 08/2023 |
| Captrust | Scottsdale | AZ | 09/2022 | 12/2022 |
| Arizona Cardinals Football Club | Glendale | AZ | 05/2021 | 04/2024 |
| Grade School/University | Las Vegas | NV | 01/2014 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
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