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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-18 |
Branch Locations
645 East Missouri Avenue Suite 170, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2016 | 02/2019 |
| Openshaw Real Estate Group At Keller Williams Integrity First | Gilbert | AZ | 04/2019 | 06/2019 |
| J.P. Morgan Securites, Llc | Chandler | AZ | 06/2019 | 06/2020 |
| Jpmorgan Chase Bank, N.A. | Chandler | AZ | 06/2019 | 06/2020 |
| Unemployed | Gilbert | AZ | 03/2019 | 04/2019 |
| Pinnacle Peak Private Client Group, Llc | Scottsdale | AZ | 06/2020 | 11/2025 |
| Door Dash | N/A | AZ | 08/2015 | 08/2019 |
| Bcg Securities, Inc. | Scottsdale | AZ | 07/2020 | 09/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | 12/2023 |
| Unemployed | Phoenix | AZ | 11/2025 | 12/2025 |
| Moors & Cabot Inc | Phoenix | AZ | 12/2025 | Present |
1. TRWELCH CAPITAL MANAGEMENT 2. Not investment related 3. 743 E Rojo Way, Unit 101, Gilbert, AZ 85297 4. LLC for previous 1099 business commissions of fixed index annuities 5. Member/Manager 6. 12/2022 7. 0 hrs/mo 8. 0 hrs during trading 9. LLC will be closed after tax filings completed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-26 |
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