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20715 N. Pima Road Suite 108, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-21 |
| AZ | RA | APPROVED | 2022-05-12 |
Branch Locations
20715 N. Pima Road Suite 108, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Mishawaka | IN | 05/2015 | 11/2017 |
| Ameriprise Financial Services, Inc. | South Bend | IN | 12/2017 | 04/2022 |
| Life Moves Wealth Management, Llc | Scottsdale | AZ | 04/2022 | Present |
Other Business Activities; Scottsdale Sunrise Rotary Club Foundation; President Elect; President Elect; Scottsdale, AZ; Not Investment Related; July 2021; 10-19 hours per month; 10-19 during trading hours / Florida State University Phoenix Seminole Club; FSU Alumni Association; Club Vice President; Phoenix, AZ; Not Investment Related; August 2021; 10-19 hours per month (seasonally); 0 during trading hours. Copper Luxe Classics, LLC; Part-Owner; Scottsdale, AZ; Not Investment Related; January 2026; 12-15 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-22 |
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