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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
120 Quail Trail, Cottonwood, AZ 86326 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Scottsdale | AZ | 07/2011 | 01/2022 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2011 | 01/2022 |
| Independent Financial Group | Camp Verde | AZ | 01/2022 | 11/2025 |
| Private Client Services | Cottonwood | AZ | 11/2025 | Present |
| Rfg Advisory Llc Dba Cambium Wealth Partners | Cottonwood | AZ | 11/2025 | Present |
1)The Pinnacle Group. 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258. Insurance IMO. Agent/VA/Life. 10 hrs/mo; 10 during trading hrs. Investment related 2)RFG Advisory LLC. 1400 Urban Center Dr, Suite 475, Vestavia Hills, AL 35243. IRA. 160 hrs/mo; 160 during trading hrs. 3)Cambium Wealth & Legacy Strategies. 120 Quail Trail, Cottonwood, AZ 86326. DBA. Dually Registered Advisor. 4)Girls on the Run. 2920 N. 4th Street, Flagstaff, AZ 86004. Girls on the run is a non-profit organization. They meet with small teams and train volunteer coaches to inspire girls to build confidence. Volunteer coach for a group of 3rd and 4th graders who are training for a 5k. We work through training modules for 10 weeks. 15 hrs/mo; 0 during trading hrs. Not investment related. 5)Beacon Advisory Council. 7777 Washington Village Drive, Suite 280, Dayton, OH 45459. This is a council of advisors put together to help Beacon support their advisors across the country. We offer feedback to them as they grow. I meet with the council quarterly to provide feedback with marketing and communications to advisors across the country. 0 hrs/mo. Investment related. 6)Ash Brokerage. 888 S. Harrison St. Fort Wayne, IN. 46802. Insurance IMO. Agent/VA/Life. 10 hrs/mo; 10 during trading hrs. Is investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-16 |
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