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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-30 |
Branch Locations
58 South River Drive Suite 401, Tempe, AZ 85281 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Carlsbad | CA | 04/2024 | 07/2024 |
| Unemployed | San Diego | CA | 01/2024 | 04/2024 |
| Narmi Inc. The Peo: Justworks Employment Group Llc | San Diego | CA | 04/2022 | 01/2024 |
| Raken | Carlsbad | CA | 10/2020 | 03/2022 |
| Unemployed | San Francisco | CA | 04/2020 | 09/2020 |
| Verkada Inc | San Mateo | CA | 06/2019 | 04/2020 |
| Freshworks Inc They Peo: Insperity Peo Services, L.P. | San Mateo | CA | 03/2019 | 06/2019 |
| Unemployed | San Francisco | CA | 01/2019 | 02/2019 |
| Revel Systems Inc | San Francisco | CA | 05/2017 | 12/2018 |
| Ringcentral Inc | Belmont | CA | 02/2017 | 05/2017 |
| Docusign Inc | Seattle | WA | 06/2015 | 01/2017 |
| First Command Brokerage Services, Inc. | Fort Wort | TX | 09/2024 | 11/2024 |
| Unemployed | Carlsbad | CA | 08/2024 | 08/2024 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 11/2024 | 05/2025 |
| First Command Advisory Services , Inc. | Fort Worth | TX | 11/2024 | 05/2025 |
| First Command Insurance Services , Inc. | Fort Worth | TX | 11/2024 | 05/2025 |
| Morgan Stanley | Tempe | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
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