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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-10 |
Branch Locations
14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Cvs Health | Scottsdale | AZ | 09/2014 | 10/2016 |
| Uber | San Francisco | CA | 11/2015 | 10/2016 |
| Rocket Mortgage, Inc | Phoenix | AZ | 10/2016 | 01/2023 |
| Lyft | San Francisco | CA | 11/2015 | Present |
| Nexa Mortgage | Chandler | AZ | 01/2023 | 03/2023 |
| World Financial Group | Johns Creek | GA | 02/2023 | 02/2024 |
| 212 Loans | Friendswood | TX | 03/2023 | 12/2023 |
| Networth Realty | Gilbert | AZ | 03/2023 | 12/2023 |
| Garrett D. Stewart, Pllc | Mesa | AZ | 03/2023 | 02/2026 |
| Phresh Llc | Mesa | AZ | 01/2016 | Present |
| Eos Fitness | Mesa | AZ | 08/2023 | 02/2024 |
| Amerisave Mortgage Corporation | Chandler | AZ | 12/2023 | 02/2024 |
| Equitable Advisors Llc | New York | NY | 05/2024 | Present |
| Dutch Brothers | Mesa | AZ | 02/2026 | Present |
Dutch Brothers, Barista, 120 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-24 |
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