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10105 E Via Linda Ste 103 Pmb 568, Scottsdale, AZ 85258-5346 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-17 |
| VT | RA | APPROVED | 2021-08-17 |
| AZ | RA | APPROVED | 2021-02-10 |
Branch Locations
10105 E Via Linda Ste 103 Pmb 568, Scottsdale, AZ 85258-5346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Merrimack | NH | 01/1998 | 07/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2020 |
| Echelon Private Wealth Llc | Scottsdale | AZ | 12/2020 | Present |
| Echelon Private Wealth Llc | Scottsdale | AZ | 01/2021 | Present |
| Unemployed | Scottsdale | AZ | 07/2020 | 12/2020 |
| Strategic Advisers Llc | Chandler | AZ | 01/2002 | 07/2018 |
1) CATAMOUNT ENTERPRISES, LLC, NOT INVESTMENT-RELATED, 7047 E. GREENWAY PARKWAY, STE. 250, SCOTTSDALE, AZ 85254-8113. VENDING MACHINE BUSINESS. TITLE: OWNER/CEO. START-12/15/2020. 20 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT, NOT INVESTMENT-RELATED, 7046 E. GREENWAY PARKWAY, STE 250, SCOTTSDALE, AZ 85254-8113. WILL SPEND APPROXIMATELY 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-13 |
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