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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Az Wealth Strategies, Llc | Tucson | AZ | 02/2012 | 01/2017 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 09/2017 | Present |
| Az Wealth Strategies, Inc. | Tucson | AZ | 01/2017 | 12/2017 |
Since 8/2019, has been an adjunct professor at University of Arizona, Norton School of Family and Consumer Sciences. Duties are teaching. Approximately 20 hours per month is devoted to this entity, none of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-16 |
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