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Account
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2415 E Camelback Rd Ste 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED | 2024-04-23 |
Branch Locations
16165 N 83Rd Ave Suite 200, Peoria, AZ 85382 • United States
2415 E Camelback Rd Ste 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Invest Advisory, Inc | Phoenix | AZ | 02/2012 | 04/2024 |
| Farnam Financial | Peoria | AZ | 04/2024 | Present |
| Grand Canyon University | Phoenix | AZ | 04/2026 | Present |
Grand Canyon University; Not investment-related; 3300 W Camelback Rd, Phoenix, AZ 85017; Education; Adjunct Professor; Start date: Apr 8th, 2026; 16 hours per month; 16 hours per month during trading hours; Professor teaching Retirement Planning and Employee Benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-20 |
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