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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2008-08-06 |
Branch Locations
6929 E. Greenway Parkway Suite 150, Scottsdale, AZ 85254 • United States
4011 East Sunrise Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmg Solutions, Llc | Scottsdale | AZ | 02/2007 | 06/2019 |
| Tci Wealth Management, Inc. | Scottsdale | AZ | 04/2008 | Present |
1) 3BP!, LLC; not investment-related; 6929 E Greenway Parkway, Scottsdale AZ 85254; single member LLC, managing member and owner; started 5/2018; approximately 3 hours per month, none during security trading hours; management activities. 2) Residential HOA; investment related: No; Location of the business: Residential HOA in Scottsdale Arizona USA; Description of the business: Treasurer; Position Title: Treasurer; Start date with business: 2026-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-13 |
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