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37850 N 93Rd Pl, Scottsdale, AZ 85262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-18 |
| WI | RA | APPROVED | 2015-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Cedar Investment Advisors | Slinger | WI | 10/2015 | Present |
| Corporate Central Credit Union | Muskego | WI | 12/2016 | Present |
Corporate Central Credit Union, non-investment related, 6262 S. Lowell Place, Muskego, WI, 53150, corporate credit union, Chief Technology and Strategy Officer, 12/2016, 180 hours/month, 90 hours/month, executive management Emergifi, LLC., non-investment related, 6262 S. Lowell Place, Muskego, WI, 53150, technology service, President, 04/2017, 20 hours/month, 10 hours/month, executive management Tech Savvy Executive, LLC., non-investment related, 37850 N. 93rd Place, Scottsdale, AZ 85262, fractional CIO services, Chief Executive Officer, 7/2016, 0 hours/month, 0 hours/month, professional services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-02 |
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