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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-05 |
| AZ | RA | APPROVED | 2022-03-23 |
Branch Locations
5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 10/2009 | 12/2016 |
| Bank Of America, N.A. | Phoenix | AZ | 04/2015 | 12/2016 |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 10/2017 | 12/2018 |
| Jpmorgan Securities Llc | Scottsdale | AZ | 10/2017 | 12/2018 |
| Unemployed | Scottsdale | AZ | 01/2017 | 10/2017 |
| Versant Capital Management | Phoenix | AZ | 01/2019 | 02/2022 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 03/2022 | Present |
Central Arizona Estate Planning Council; investment related; Address: 7375 E 6th Avenue #9, Scottsdale, AZ 85251; Nature; Group of professionals in Phoenix, AZ area, that specialize in legal, accounting, insurance, investment, trust, and valuation services, and charitable organizations. The mission is to strengthen the estate planning profession in the greater Phoenix area by providing continuing education, sponsoring networking opportunities, and fostering a multi-disciplinary approach to estate planning; Position/Title: Board Member; Start: June 6, 2022: 1-5 hours/month ; 1-5 hours/month during securities trading hours; Duties: Contribute to overall strategic direction and initiatives of the organization. Prepare for and attend monthly meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-03 |
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