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10245 E. Via Linda Blvd. Suite 110, Scottsdale, AZ 85258-5316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2006-04-13 |
Branch Locations
10245 E. Via Linda Blvd. Suite 110, Scottsdale, AZ 85258-5316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envision Capital Management | Scottsdale | AZ | 12/2005 | Present |
| Envision Capital Management Ltd | Scottsdale | AZ | 04/2009 | Present |
Patricia Druckman has been an individually licensed insurance agent since 1987, and provides insurance related services (life and disability products) to her clients. She spends no more than 5 hours per month conducting her insurance business, during securities trading time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-26 |
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