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Gilbert, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironwood Investment Counsel, Llc | Phoenix | AZ | 06/2016 | 02/2018 |
| Approach Capital Llc | Gilbert | AZ | 01/2018 | Present |
Name of outside business: Toy Storage LLC; Is the business investment related: Yes; Location of the business: 4320 East Brown Road, suite 112 Mesa Arizona; Description of the business: Develop, build and operate outdoor storage facilities for boat and RV storage.; Position Title: Director; Responsibilities Duties: Managing the operations of the business entity including financing, construction and operations.; Start date with business: 2021-10-10;Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; Project timeline for development 24 months;Will an IRS form for income earned be received: Yes; Name of outside business: Magic Closet LLC; Is the business investment related: No; Location of the business: 5314 North River Run Dr. Ste 50 Provo, Utah 84604; Description of the business: Manufacturer and distributor of outdoor family yard game. Game includes balls, racquets, net and court outline.; Position Title: member; Responsibilities Duties: concept development and tournament player; Start date with business: 2021-08-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: Yes;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-03 |
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