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8350 E. Raintree Dr. Ste 245, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-08 |
Branch Locations
8350 E. Raintree Dr. Ste 245, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 09/2016 | 02/2017 |
| Unemployed | Scottsdale | AZ | 06/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 10/2017 | 10/2018 |
| Unemployed | Phoenix | AZ | 02/2017 | 10/2017 |
| Bank Of America, N.A. | Phoenix | AZ | 10/2017 | 10/2018 |
| Valic Financial Advisors, Inc. | Phoenix | AZ | 11/2018 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 11/2019 | 11/2022 |
| Jp Morgan Securities, Llc | Scottsdale | AZ | 11/2019 | 11/2022 |
| Akkadian Wealth Llc | Scottsdale | AZ | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-09 |
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