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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-23 |
Branch Locations
6929 E. Greenway Pkwy Ste 150, Scottsdale, AZ 85254 • United States
4011 East Sunrise Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Percension Wealth Advisors, Llc | Seattle | WA | 06/2018 | 09/2022 |
| Pacific Lutheran University | Tacoma | WA | 09/2014 | 06/2018 |
| Student | Tacoma | WA | 08/2014 | 05/2018 |
| Ironwood Wealth Management | Chandler | AZ | 09/2022 | 08/2024 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 08/2024 | Present |
| Tci Wealth Advisors | Scottsdale | AZ | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-17 |
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