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7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-12 |
| AZ | RA | APPROVED | 2022-01-21 |
Branch Locations
7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mra Associates | Phoenix | AZ | 01/2013 | 12/2018 |
| Tarbox Family Office, Inc. | Newport Beach | CA | 12/2018 | 10/2021 |
| Fortitude Family Office | Scottsdale | AZ | 11/2021 | Present |
| Walker Accounting Group | Phoenix | AZ | 11/2017 | Present |
1) Walker Accounting Group 2) not investment related 3) Phoenix, AZ 4) Accounting and tax preparation 5) Owner 6) November 2017 7) 5 hours per month 8) 0 hours during trading hours 9) Accounting and tax prep oversight
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
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