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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED_RES | 2025-06-11 |
Branch Locations
7659 E. Pinnacle Peak Road Suite 100, Scottsdale, AZ 85255 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Phoenix | AZ | 09/2007 | 06/2021 |
| Canopy Wealth Management | Scottsdale | AZ | 06/2021 | 05/2025 |
| Cerity Partners Llc | New York | NY | 05/2025 | Present |
2) 100% OWNER, SURRENDER PROJECT, 31231 N 55TH ST, CAVE CREEK, AZ 85331, UNITED STATES OF AMERICA, AUTHOR, START DATE: 5/1/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES OR DUTUES. WRITING A SPIRITUAL BLOG.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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