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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-31 |
Branch Locations
7033 East Greenway Parkway Suite 290, Scottsdale, AZ 85254 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Orange | CA | 05/2016 | 11/2018 |
| Prudential | Orange | CA | 05/2016 | 11/2018 |
| Clarity Capital Partners | Newport Beach | CA | 11/2018 | 02/2020 |
| Clarity Capital Partners | Newport Beach | CA | 03/2018 | 02/2020 |
| Carson Wealth | Johnson City | TN | 02/2020 | 02/2021 |
| Cetera Advisor Networks | El Segundo | CA | 02/2020 | 02/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2021 | 11/2023 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 04/2021 | 11/2023 |
| Earned Wealth | Scottsdale | AZ | 11/2023 | 01/2025 |
| Earned Wealth Advisors, Llc | Scottsdale | AZ | 01/2025 | 06/2025 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 07/2025 | Present |
1. Life, Health, Accident & Sickness, and Variable Products Insurance Licenses; Investment-related; Scottsdale, AZ; Active Insurance Licenses; Insurance Producer; 04/2021; Less than 1 hour per month; 0 hours during securities trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-19 |
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