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111 Grove Street Suite 203, Montclair, NJ 07042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-05 |
| AZ | RA | APPROVED | 2022-07-21 |
Branch Locations
7047 E. Greenway Parkway Suite 460, Scottsdale, AZ 85254 • United States
111 Grove Street Suite 203, Montclair, NJ 07042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2016 | 04/2019 |
| E*Trade Securities Llc | Gilbert | AZ | 04/2019 | 06/2022 |
| E*Trade Capital Management Llc | Gilbert | AZ | 04/2019 | 06/2022 |
| Rmr Wealth Builders, Inc. | Scottsdale | AZ | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-10 |
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