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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| CA | RA | APPROVED | 2026-01-06 |
| CO | RA | APPROVED | 2026-01-06 |
| NV | RA | APPROVED | 2026-01-06 |
| AZ | RA | APPROVED | 2023-06-13 |
Branch Locations
15420 West Mcdowell Rd, Goodyear, AZ 85395 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Morgantown | WV | 12/2018 | 03/2019 |
| United States Army Reserve | Kingwood | WV | 11/2011 | 11/2019 |
| West Virginia University | Morgantown | WV | 01/2013 | 05/2018 |
| Edward Jones | Morgantown | WV | 06/2016 | 12/2016 |
| Cunningham, Powell, & Alexander, Cpa A.C. | Morgantown | WV | 05/2017 | 08/2017 |
| Casa D'AMici | Morgantown | WV | 12/2017 | 06/2018 |
| Uber | Morgantown | WV | 06/2018 | 12/2018 |
| Lyft | Scottsdale | AZ | 06/2018 | Present |
| West Virginia University | Morgantown | WV | 12/2015 | 10/2017 |
| Usaa Investment Services Company | Phoenix | AZ | 03/2020 | 07/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 03/2020 | 06/2020 |
| Strategic Staffing Solutions | Phoenix | AZ | 03/2020 | 07/2020 |
| Uber | Scottsdale | AZ | 06/2020 | 01/2026 |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 09/2020 | 09/2021 |
| Jpmorgan Securities Llc | Scottsdale | AZ | 09/2020 | 09/2021 |
| Edward Jones | Tempe | AZ | 03/2019 | 08/2019 |
| Edward Jones | Morgantown | WV | 09/2019 | 02/2020 |
| Navy Federal Financial Group, Llc | Goodyear | AZ | 06/2023 | Present |
| Navy Federal Investment Services, Llc | Goodyear | AZ | 06/2023 | Present |
| Family First Life | Phoenix | AZ | 10/2021 | 06/2023 |
| Biolife | Phoenix | AZ | 05/2023 | 01/2026 |
| Amazon | Phoenix | AZ | 05/2023 | 01/2026 |
Entity Name: Family First Life Investment related: No Address: Phoenix, AZ Nature of the other business: insurance products Position/Title/Relationship: In active Agent (Former Life Ins. Broker) Start Date: 10/01/2021 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: receive residual income from active policies Entity Name: Lyft Investment related: No Address: San Francisco / CA / 94107 Nature of the other business: Driving Passengers Position/Title/Relationship: Driver Start Date: 19-Jun-2018 Approximate # of hours a month: 30 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Driver Entity Name: TPUSA for Young Professionals Investment related: No Address: Phoenix, AZ Nature of the other business: Strategy & Vision and host events for the chapter for young professionals Position/Title/Relationship: Board Member Start Date: 10/2025 Approximate # of hours a month: 5-15 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assist with strategy & Vision and host events for the chapter for young professionals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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