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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-03 |
Branch Locations
32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Domain Money Advisors Llc | New York | NY | 05/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2015 | 01/2020 |
| Unionbanc Investment Services | Tempe | AZ | 01/2020 | 02/2022 |
| Lpl Financial Llc | Phoenix | AZ | 03/2022 | 12/2022 |
| Wcg Wealth Advisors, Llc | Phoenix | AZ | 03/2022 | 12/2022 |
| Securities America, Inc. | Phoenix | AZ | 06/2023 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 06/2023 | 03/2026 |
| Unemployed | Glendale | AZ | 01/2023 | 06/2023 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | 03/2026 |
| Grand Canyon University | Phoenix | AZ | 01/2023 | Present |
| Pfg Advisors | Phoenix | AZ | 01/2022 | 03/2026 |
1.) FINANCIAL PLANNING ASSOCIATION - COMMUNICATIONS LEADER - NON-PROFIT ORGANIZATION - PHOENIX, AZ - SINCE 01/2022 - INVESTMENT RELATED 2.) GRAND CANYON UNIVERSITY - ADJUNCT PROFESSOR - TEACHING/COACHING - PHOENIX, AZ - SINCE 01/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S66 | Uniform Combined State Law Examination | 2013-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-20 |
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