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7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-22 |
Branch Locations
4035 W. Chandler Blvd., Suite 4, Chandler, AZ 85226 • United States
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Draper | UT | 03/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tempe | AZ | 01/2017 | 02/2018 |
| Bank Of America | Tempe | AZ | 01/2017 | 02/2018 |
| Fisher Investments | Camas | WA | 02/2018 | 09/2018 |
| Fisher Investments | Plano | TX | 09/2018 | 07/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2021 | 08/2022 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 07/2021 | 08/2022 |
| Fisher Investments | Camas | WA | 08/2022 | 07/2024 |
| Principal Life Insurance Company | Phoenix | AZ | 07/2024 | 01/2025 |
| Principal Securities, Inc. | Phoenix | AZ | 07/2024 | 01/2025 |
| Strategic Wealth Designers | Louisville | KY | 01/2025 | 09/2025 |
| Principal Life Insurance Co | Phoenix | AZ | 10/2025 | 01/2026 |
| Principal Securities Inc | Phoenix | AZ | 10/2025 | 01/2026 |
| Lpl Enterprise Llc | Phoenix | AZ | 01/2026 | 07/2026 |
| Strategy Financial Group | Chandler | AZ | 07/2026 | Present |
Lua Empire LLC - Not Inv Related - Located in Mesa, AZ - Hard seltzer company - Business Owner - Approximately 5 Hour(s)/Month - 00 Hour(s) During Trading - Import coordinator.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-23 |
| S66 | Uniform Combined State Law Examination | 2015-10-28 |
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