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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
4742 N 24Th St Suite Suite 400, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2014 | 09/2016 |
| Bank Of America, N.A. | Chandler | AZ | 07/2014 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2018 | 12/2020 |
| Unemployed | Tempe | AZ | 11/2017 | 04/2018 |
| Bank Of America, N.A. | Chandler | AZ | 05/2018 | 01/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2021 | 05/2023 |
| Empower | Greenwood Village | CO | 01/2021 | 05/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 01/2021 | 05/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2021 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | Greenwood | CO | 06/2023 | 12/2023 |
| Morgan Stanley | Gilbert | AZ | 12/2023 | 08/2024 |
| Unemployed | Gilbert | AZ | 09/2024 | 12/2024 |
| Edelman Financial Engines | Santa Clara | CA | 01/2025 | Present |
| J.P. Morgan Securities Llc | Greenwood Village | CO | 06/2023 | 12/2023 |
| Personal Capital Advisors Corporation | Denver | CO | 10/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-10 |
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