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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-23 |
Branch Locations
14624 Scottsdale Suite 195, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Scottsdale | AZ | 03/2010 | 04/2026 |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 04/2026 | Present |
| Duffy Mathias Private Wealth | Scottsdale | AZ | 04/2021 | Present |
| Simplicity Investments | Summit | NJ | 04/2026 | Present |
1.) BHHS LEGACY FOUNDATION - 4/20/23 - 360 E Coronado, Phoenix, AZ 85004 - Treasurer, Vote on charitable grants, member of the finance committee, votes on changes to portfolio, Not Invt Rel, Charitable foundation, 3 hrs/mo; 0 hrs/mo (during trading hours). 2.) DUFFY MATHIAS PRIVATE WEALTH - 4/20/21 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Financial Advisor, Provide financial advice, Invt Rel, Financial advisory & insurance producer, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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