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7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-22 |
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
Scottsdale, AZ • United States
7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2016 | 07/2017 |
| The Strategic Financial Alliance | Atlanta | GA | 06/2018 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith | Philadelphia | PA | 07/2017 | 06/2018 |
| Carnegie Wealth Management, Llc | Exton | PA | 06/2018 | 03/2020 |
| Inspired Financial | Huntington Beach | CA | 04/2020 | 11/2023 |
| Apella Capital, Llc | West Hartford | CT | 07/2023 | 12/2025 |
| Avise Financial Cooperative, Inc. | Los Angeles | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-10 |
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