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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-08 |
| TX | RA | APPROVED_RES | 2024-09-01 |
Branch Locations
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F-Star Property Management | Scottsdale | AZ | 04/2014 | 10/2017 |
| Citigroup | Phoenix | AZ | 10/2017 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 08/2024 | Present |
LAGUNA INVESTMENTS, LLCSCOTTSDALE, AZBUSINESS INVESTMENT RELATED-THE NATURE OF THE BUSINESS IS TO HOLD ONE OR MORE RENTAL PROPERTIES.START DATE: 01-Jul-2021POSITION AND TITLE: GENERAL PARTNER/MANAGING MEMBERDUTIES: LIMITED ADMINISTRATIVE WORKNO TIME DEVOTED DURING SECURITIES TRADING HOURS AND 2 HOURS A MONTH OUTSIDE OF SECURITES TRADING HOURS I*: 2014313Entity Type: Entity For ProfitName of OBA: MCC 12, LLCAddress: Scottsdale, AZInvestment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 10/19/2010Number of Hours: 0Number of Hours during trading: 0Duties: Held a rental home. Currently a dormant entity. I*: 2179301Entity Type: CharitableName of OBA: St. Joseph the WorkerAddress: Phoenix, AZ a85004Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 03/01/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading: 0Duties: Serve on the board of directors I*4519312, Entity Type: For profit , Name of OBA: 6831 Plays LLC, Address: Scottsdale, Arizona, 85255, Investment Related: N, Position, Title, Association: No position. My wife owns 50% of it. , Employee Start Date: 05/04/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: No official responsibilities. Spouse is 50% owner of the entity with a partner. Video game app
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
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