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222 S Mill Ave Ste 800, Tempe, AZ 85281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-15 |
| AZ | RA | APPROVED | 2019-11-14 |
Branch Locations
222 S Mill Ave Ste 800, Tempe, AZ 85281 • United States
7014 E Camelback Road, Suite B100A, Scottsdale, AZ 85281 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Peoria | AZ | 08/2011 | 09/2019 |
| Optima Capital Management | Scottsdale | AZ | 09/2019 | Present |
| Merrill Lynch | Peoria | AZ | 01/2003 | 09/2019 |
Jonathan Elliott holds an insurance license from the State of Arizona. Mr. Elliott is not affiliated with any insurance company or agency.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-02 |
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