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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-29 |
Branch Locations
1528 E. Williams Field Rd. Ste 104, Gilbert, AZ 85295 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Peoria | Peoria | AZ | 05/2019 | Present |
| City Of Mesa | Mesa | AZ | 02/2013 | 05/2019 |
| Starbucks | Phoenix | AZ | 06/2016 | 10/2017 |
| Scf Investment Advisors, Inc. | Fresno | CA | 07/2022 | Present |
| United Advisor Group | Gilbert | AZ | 09/2024 | Present |
| Flat Iron Wealth Management | Gilbert | AZ | 09/2024 | Present |
PEORIA FIRE AND MEDICAL DEPARTMENT - NOT INVESTMENT RELATED - 8351 W. CINNABAR AVE., PEORIA, AZ 85345 - EMERGENCY MEDICAL SERVICES - FIREFIGHTER PARAMEDIC - 05/2019 - 224 HRS/MO - 70 HRS/MO - PROVIDE EMERGENCY MEDICAL SERVICES AND FIRE SURPRESSION; SELF-EMPLOYED INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS; FLAT IRON WEALTH MANAGEMENT - INVESTMENT RELATED - SAME ADDRESS - DBA USED FOR INVESTMENT ADVISORY BUSINESS THROUGH UNITED ADVISOR GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-02 |
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