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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-22 |
| CA | RA | APPROVED | 2022-12-09 |
| OR | RA | APPROVED | 2022-12-08 |
| AZ | RA | APPROVED | 2021-03-25 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Reno | NV | 04/2015 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Flagstaff | AZ | 03/2020 | 08/2020 |
| J.P. Morgan Securities Llc | Flagstaff | AZ | 06/2020 | 08/2020 |
| Unemployed | Florence | AZ | 09/2019 | 03/2020 |
| Unemployed | Reno | NV | 07/2019 | 09/2019 |
| Wt Wealth Management | Scottsdale | AZ | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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