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2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-23 |
| WA | RA | APPROVED | 2025-03-11 |
Branch Locations
2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2017 | 02/2025 |
| Utah Valley University | Orem | UT | 01/2013 | 12/2016 |
| Decisionpoint Financial | Mesa | AZ | 03/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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