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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-10 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
6155 N. Scottsdale Road, Scottsdale, AZ 85250 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 02/2015 | 07/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 04/2015 | 01/2018 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 07/2019 |
| Vanguard Advisers, Inc | Scottsdale | AZ | 07/2019 | 01/2022 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 01/2022 | Present |
| Jp Morgan Chase Bank, N.A. | Phoenix | AZ | 01/2022 | Present |
| Vanguard Marketing Corporation( | Scottsdale | AZ | 07/2019 | 01/2022 |
| Namabi Llc | Scottsdale | AZ | 09/2020 | Present |
Entity Name: NAMABI LLC Investment related: No Address: E Windrose Dr, Scottsdale, AZ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC for vacation rental in SHOW LOW, AZ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-29 |
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