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6991 East Camelback Rd., Suite D-300, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-18 |
Branch Locations
6991 East Camelback Rd., Suite D-300, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Computer Telephony Distributing | Greenville | SC | 01/2014 | 03/2017 |
| Hilbert Financial Group, Llc | Greenville | SC | 05/2014 | 08/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2022 | Present |
| Jnr Networks Llc | Tucson | AZ | 08/2021 | 05/2022 |
| Life Story Wealth Planning Llc | Scottsdale | AZ | 02/2024 | Present |
| Hilbert Financial Group Llc | Tucson | AZ | 05/2014 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2012-05-25 |
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