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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-30 |
| AZ | RA | APPROVED | 2026-07-27 |
Branch Locations
14624 Scottsdale Road Suite 195, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co. | Scottsdale | AZ | 10/2014 | 07/2026 |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 07/2026 | Present |
| Simplicity Investments | Summit | NJ | 07/2026 | Present |
| Reeg Private Wealth | Scottsdale | AZ | 07/2026 | Present |
1.) PART TIME INS PRODUCER - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Part time insurance producer, Recommend insurance as needed as part of planning process, Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) REEG PRIVATE WEALTH - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Wealth Advisor, Investment management & comprehensive financial planning, Invt Rel, Wealth advisor, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) XCELSIOR ADVISOR PARTNERS LLC - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Partner/Financial Advisor, IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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