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4921 E Bell Road Suite 207, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-01-10 |
Branch Locations
4921 E Bell Road Suite 207, Scottsdale, AZ 85254 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Scottsdale | AZ | 04/2014 | 04/2017 |
| Vanguard | Scottsdale | AZ | 04/2017 | 08/2021 |
| True Fiduciary Financial Advisors | Scottsdale | AZ | 09/2021 | Present |
Real Estate Sales; Realtor; Investment related: Yes; Duties: Partner with buyers and sellers to locate, purchase, sell, or rent real property.; 2022-01-27; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-09 |
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