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2151 E. Baseline Road Suite 101, Tempe, AZ 85283 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-17 |
| AZ | RA | APPROVED | 2022-09-28 |
Branch Locations
2151 E. Baseline Road Suite 101, Tempe, AZ 85283 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 01/2014 | 03/2018 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 08/2018 | 09/2022 |
| Unemployed | Boulder City | NV | 03/2018 | 07/2018 |
| Capital Strategies Group, Llc | Tempe | AZ | 09/2022 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2018 | 09/2022 |
INSURANCE AGENT, 2151 E BASELINE RD. SUITE 101 TEMPE, AZ 85283, OCTOBER 2012, INVESTMENT RELATED, LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES, 1 HOURS/MONTH, 1 HOURS/MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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