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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-26 |
| CA | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
18700 N Hayden Rd Ste 525, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 02/2015 | 11/2025 |
| Bank Of America, N.A. | Los Angeles | CA | 03/2015 | 11/2025 |
| Wells Fargo Clearing Services, Llc | El Segundo | CA | 11/2025 | Present |
(1)MPF INVESTMENT PARTNERSHIP; GENERAL PARTNER; NO TIME DEVOTED; 5019 E Caron Cir Paradise Valley AZ 85253, NATURE OF BUSINESS: LIMITED PARTNERSHIP,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 11/1/2011 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRIVATE INVESTMENT PARTNERSHIP HOLDING PASSIVE INVESTMENTSI*86325FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: SBHM LLCINVESTMENT RELATED: ADDRESS OF BUSINESS: Paradise Valley Arizona, 85253 NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 1/1/2011NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: SINGLE MEMBER LLC WHICH HOLDS MY PREAPPROVED INVESTMENT*1254246For profit or not for profit: Entity For Profit; Name of outside business organization: Kingdom Venture Opportunity, LLC Investment related: Address of business: Paradise Valley, Arizona, 95352 Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/1/2023 Number of hours devoted: 1 hour(s) Monthly. Number of hours devoted during trading hours: 0Duties: , Forming a new LLC to facilitate a passive seed investment into The Capra Project, LLC. I will be responsible for monitoring the investment and coordinating with the accountant to get the K1's sent to the members. Name of OBA: Pinnacle Forum America Address: Scottsdale, AZ 85260 Investment Related: Position, Title, Association: Board Member Employee Start Date: 12/02/2024No Hours: 5hr/mo. No Hours during trading: 5 Duties: To encourage and equip influential leaders through confidential forums supported by a national network across the US. MPF INVESTMENT PARTNERSHIP, LLC; INV RELATED; PARADISE VALLEY,CA; LLC;65% OWNERSHIP; START DATE: 11/01/2011; 1 HRS PER MONTH; 0 HRS DURING TRADING; SBHM, LLC; INV RELATED; PARADISE VALLEY,AZ; 100% OWNERSHIP; START DATE: 01/03/2011; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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