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Glendale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Scottsdale | AZ | 11/2015 | 04/2018 |
| Securities America, Inc. | Glendale | AZ | 04/2018 | 11/2020 |
| Verus Capital Partners, Llc | Glendale | AZ | 04/2018 | 10/2020 |
| Family Covid Support | Glendale | AZ | 11/2020 | 04/2021 |
| Independent Wealth Network, Inc. | Glendale | AZ | 04/2021 | 01/2026 |
| Sunburst Financial Management, Llc | Glendale | AZ | 03/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) GOP Legislative District 27; not investment related; volunteer position; Precinct Captain/PC (Precinct Committeeman); Foundation of the Republican Party; Assist in voter registration, encourage voter turnout, build relationships and increase grassroots involvement; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-30 |
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