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161 E. Rivulon Blvd Suite 210, Gilbert, AZ 85297 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-24 |
Branch Locations
161 E. Rivulon Blvd Suite 210, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cobiz Wealth / Bok Financial | Denver | CO | 03/2018 | 11/2019 |
| First Western Trust | Scottsdale | AZ | 05/2014 | 02/2018 |
| The Milestone Group, Inc | Denver | CO | 06/2019 | 11/2019 |
| Htlf/Arizona Bank & Trust | Scottsdale | AZ | 11/2019 | 02/2022 |
| Vb&T Wealth Management Llc Dba Zenith Wealth Advisors | Scottsdale | AZ | 02/2022 | 01/2026 |
| Ensign Advisory Partners, Llc | Gilbert | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S66 | Uniform Combined State Law Examination | 2007-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-04 |
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