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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Advisor Group | Atlanta | GA | 06/2022 | Present |
| College Of The Mainland | Texas City | TX | 08/2020 | 06/2022 |
| Santa Fe Junior High | Santa Fe | TX | 08/2019 | 08/2020 |
| Clear Creek Isd | League City | TX | 10/2018 | 05/2019 |
| None | League City | TX | 05/2019 | 08/2019 |
| The Social Seagull | League City | TX | 01/2018 | 12/2018 |
| None | League City | TX | 01/2013 | 01/2018 |
| College Of The Mainland | Texas City | TX | 03/2023 | Present |
1. COLLEGE OF THE MAINLAND POSITION: Adjunct Business Professor NATURE: Community College, public entity INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2023 ADDRESS: 1200 Amburn Rd., Texas City TX 77591, United States DESCRIPTION: Teach business classes to college students; grade assignments; take attendance; post grades; lecture and post related content; answer student questionsNo time during work hours spent; teach classes as assigned, but not generally more than one per semester. 2. COLLEGE OF THE MAINLAND POSITION: Business Advisory Committee NATURE: Community College INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/14/2026 ADDRESS: 1200 N. Amburn Road, Texas City TX 77591, United States DESCRIPTION: The position is intended to advise the Business Department of the student skills needed and business course offerings to better support the community of companies/industries and residents served by the college. 3. DPOA - MARY & TOMMY TUNSTALL POSITION: Attorney-in-Fact NATURE: No Business Entity - Just acting as DPOA for both of my parents for their banking and securities accounts (Equitable (LPL as custodian) and Schwab) INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2026 ADDRESS: 1917 Lazy Creek Lane, Pearland TX 77581, United States DESCRIPTION: Act as Durable Power of Attorney should either or both of my parents become incapacitated or incapable of managing their affairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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