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9311 E Via De Ventura Suite 105, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-03-26 |
Branch Locations
9311 E Via De Ventura Suite 105, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longboard Asset Management | Phoenix | AZ | 02/2014 | 12/2017 |
| Idx Advisors, Llc | Scottsdale | AZ | 01/2018 | Present |
| Seedchange Execution Services | San Francisco | CA | 01/2019 | 08/2019 |
| Foreside Fund Services, Llc | Scottdale | AZ | 05/2022 | Present |
1) IDX Advisors, LLC; Investment-Related; Phoenix, AZ; Asset Management; Head of Investor Relations; Start 01/2018; 260 hours per month 2) IDX Insights, LLC; Investment-Related; Phoenix, AZ; Research; Head of Investor Relations; Start 01/2018; 40 hours per month 3) Ben Jacobson LLC; Non-investment related; Phoenix, AZ; Owner; Consultant; Start 7/2017; 0 Hours Per Month, 0 During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-25 |
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