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9332 E Raintree Dr Suite 100, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-11-26 |
Branch Locations
9332 E Raintree Dr Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tempe | AZ | 03/2011 | 11/2017 |
| Strategic Income Group, Llc | Chandler | AZ | 11/2017 | 09/2019 |
| Cole Wealth Management Llc | Scottsdale | AZ | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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