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100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-05-28 |
| NC | RA | APPROVED | 2023-11-07 |
| WA | RA | APPROVED | 2023-10-30 |
| FL | RA | APPROVED | 2023-10-11 |
| ND | RA | APPROVED | 2023-10-09 |
| WY | RA | APPROVED | 2023-10-09 |
| AZ | RA | APPROVED | 2023-10-04 |
| TX | RA | APPROVED_RES | 2023-10-02 |
| IA | RA | APPROVED | 2023-09-29 |
| CA | RA | APPROVED | 2023-09-28 |
| CO | RA | APPROVED | 2023-09-28 |
| ID | RA | APPROVED | 2023-09-28 |
Branch Locations
7047 E. Greenway Pkwy., Scottsdale, AZ 85254 • United States
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Not Employed | Phoenix | AZ | 02/2017 | 07/2017 |
| Goldman Sachs / United Capital Financial Advisers | Newport Beach | CA | 07/2017 | 09/2023 |
| Bbva Compass Investment Solutions | Phoenix | AZ | 08/2016 | 02/2017 |
| Meridian Wealth Management | Tucson | AZ | 09/2023 | Present |
1. Owner at 7:7 Holdings, LLC, a real estate holding company. Organization's primary address is in Scottsdale, AZ. Organization is not primarily engaged in investment-related activity. Start Date is January 25th, 2007. Ten hours per month. Duties include purchasing property to fix and sell. 2. Hillcrest WM, LLC created 10.2023 for tax purposes. Sole owner, non-investment related, 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-15 |
| S66 | Uniform Combined State Law Examination | 1999-01-08 |
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