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4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-01 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Scottsdale | AZ | 03/2016 | 08/2019 |
| Prudential Insurance Company Of America | Scottsdale | AZ | 08/2019 | 04/2022 |
| Prudential Investment Management Services Llc | Scottsdale | AZ | 08/2019 | 04/2022 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 04/2022 | 01/2023 |
| Missionsquare Investment Services | Washington | DC | 01/2023 | 10/2025 |
| Missionsquare Retirement | Washington | DC | 01/2023 | 10/2025 |
| Creative Planning, Llc | Overland Park | KS | 01/2026 | 01/2026 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 01/2026 | Present |
Name: Fiesta Bowl Foundation. Non-investment related. Address: Ellie & Michael Ziegler Fiesta Bowl Center & Museum, 7135 E. Camelback Road | Suite 190, Scottsdale, AZ 85251. Nature of business: Non-profit charity and community organization. Position: Committee Life Member. Start Date: 09/02/2022. Number of hours per month devoted to other business: 2; during securities trading hours 0. Duties: Volunteer and committee member. I volunteer for various events including the football games. My duties include operating as a liaison to the football teams, marching bands, and their respective staffs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-02 |
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