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1718 E Speedway Blvd #4125, Tucson, AZ 85719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
| NV | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED_RES | 2021-07-07 |
| AZ | RA | APPROVED | 2021-02-17 |
Branch Locations
1718 E Speedway Blvd #4125, Tucson, AZ 85719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diamond Wealth Management | Las Vegas | NV | 09/2015 | 01/2017 |
| Western International Securities, Inc. | Pasadena | CA | 06/2017 | 03/2019 |
| Lakeside Wealth Management Group, Llc | Chesterton | IN | 02/2016 | 02/2017 |
| Unemployed | Las Vegas | NV | 02/2017 | 06/2017 |
| Forthright Finances | Scottsdale | AZ | 03/2019 | Present |
| Origin Planner Network | Scottsdale | AZ | 06/2021 | Present |
Life Agent, 70 S Lake Ave, Ste. 700, Pasadena, CA 91101, non-investment related, duties: determine if client needs and wants to consider insurance, 5 hours per month Private Driver, non-investment related, part-time approximately 20 hrs per month. Forthright Finances; Investment-Related; Offices located at 275 E Hillcrest Ste 160 #124, Thousand Oaks, CA 91360; 10869 North Scottsdale Road #103 - 776, Scottsdale, AZ 85256; 2654 W Horizon Ridge Pkwy, Ste B5 #1026, Henderson, NV 89052; Investment Adviser; Investment Adviser Representative; June 2017; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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