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6885 East Cochise Road #205, Paradise Valley, AZ 85253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-05-07 |
Branch Locations
6885 East Cochise Road #205, Paradise Valley, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Phoenix | AZ | 06/2014 | 12/2016 |
| Ms Howells & Co | Scottsdale | AZ | 01/2017 | Present |
| Msh Capital Advisors | Scottsdale | AZ | 12/2016 | Present |
| Canon Asset Management Advisory, Llc | Paradise Valley | AZ | 04/2020 | Present |
1. JUNE 2016; MSH CAPITAL ADVISORS, SCOTTSDALE, AZ; INVESTMENT RELATED; INVESTMENT ADVISOR; FINANCIAL ADVISOR; PROVIDE FINANCIAL ADVICE TO CLIENTS; DEVOTE 30 HRS/MONTH, 15 HRS/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
| S66 | Uniform Combined State Law Examination | 2004-03-19 |
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