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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-10 |
| AZ | RA | APPROVED | 2026-05-01 |
| GA | RA | APPROVED | 2026-05-01 |
| MI | RA | APPROVED | 2026-04-30 |
| MO | RA | APPROVED | 2026-04-30 |
| NJ | RA | APPROVED | 2026-04-30 |
| PA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-30 |
| WY | RA | APPROVED | 2026-04-30 |
| CO | RA | APPROVED | 2026-04-24 |
Branch Locations
9336 E Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 954 Consulting | Phoenix | AZ | 09/2025 | 04/2026 |
| The Standard | Phoenix | AZ | 07/2022 | 09/2025 |
| Whitelight Group | Phoenix | AZ | 08/2020 | 07/2022 |
| Delta Air Lines | Atlanta | GA | 02/2018 | 08/2020 |
| Trizetto (Eventually Acquired By Cognizant Technology) | Denver | CO | 04/2012 | 02/2018 |
| Park Avenue Securities | Scottsdale | AZ | 04/2026 | Present |
| Guardian Life Insurance | Scottsdale | AZ | 04/2026 | Present |
Joint owner with spouse of two rental income properties. The properties are located in Colorado (9116 Sugarstone Cir., Highlands Ranch, CO, 80130) and Georgie (110 Paxton Pl., Newnan, GA, 30263). This began around August of 2018 and we devote about 5 hours a month with administrative tasks for the properties. There are instances in which may require some time during trading hours due to property management companies office hours being the same however its very sporadic.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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