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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2022-08-22 |
Branch Locations
6710 North Scottsdale Road Suite 150, Scottsdale, AZ 85253-4451 • United States
Scottsdale, AZ • United States
2 disclosure categories 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 Smith Barney | Scottsdale | AZ | 06/2009 | 08/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2022 |
| Rbc Capital Markets, Llc | Scottsdale | AZ | 08/2022 | Present |
| City National Bank | Scottsdale | AZ | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-07 |
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