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1005 17Th Ave S Suite 900, Nashville, TN 37212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-20 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
6730 N. Scottsdale Rd, Suite 230, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laffer Tengler Investments, Inc. | Scottsdale | AZ | 02/2025 | Present |
| Berman Capital Advisors | Atlanta | GA | 12/2014 | 02/2022 |
| Delta Air Lines | Atlanta | GA | 02/2022 | 06/2023 |
| Civana Wellness Resort & Spa | Carefree | AZ | 06/2023 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-28 |
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