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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED_RES | 2025-05-30 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • 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 | Gilbert | AZ | 06/2024 | Present |
| State Forty Eight | Chandler | AZ | 02/2024 | Present |
| Nuvei | Scottsdale | AZ | 05/2021 | 01/2024 |
| Lululemon | Chandler | AZ | 10/2020 | 05/2021 |
| Neon | Tempe | AZ | 08/2018 | 03/2020 |
| Nike | Tempe | AZ | 11/2018 | 07/2019 |
| Shakes & Cones | Scottsdale | AZ | 08/2017 | 12/2019 |
| Student | Tempe | AZ | 03/2016 | 08/2017 |
| Student | Tempe | AZ | 03/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-03 |
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