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2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-23 |
| AZ | RA | APPROVED | 2024-01-01 |
Branch Locations
2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Wealth Partners | Scottsdale | AZ | 10/2019 | 03/2022 |
| Edelman Financial Engines | Phoenix | AZ | 08/2019 | 10/2019 |
| Edelman Financial Services, Llc | Fairfax | VA | 04/2018 | 07/2019 |
| Barrows Sollenberger Group, Llc | Chamersburg | PA | 05/2017 | 02/2018 |
| Liberty University | Lynchburg | VA | 08/2014 | 05/2017 |
| Creative Planning, Llc | Gilbert | AZ | 03/2022 | 10/2023 |
| Kingdom Wealth Advisers, Llc | Scottsdale | AZ | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-04 |
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