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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-22 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 10/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2018 | 04/2022 |
| Unemployed | Phoenix | AZ | 11/2017 | 02/2018 |
| Raymond James Financial Services Inc | Scottsdale | AZ | 04/2022 | 05/2024 |
| Raymond James Financial Services Advisors | Scottsdale | AZ | 04/2022 | 05/2024 |
| Key Wealth Management | Scottsdale | FL | 04/2022 | 05/2024 |
| Crux Wealth Advisors | Scottsdale | AZ | 04/2022 | 05/2024 |
| Forefront | Austin | TX | 07/2024 | Present |
| Calton & Associates, Inc | Tampa | FL | 09/2025 | Present |
(1) Leak Science, LLC; not investment related; Phoenix, AZ; CFO and Director of Operations; 10/2015; 20 hours/month, none during trading hours; Responsible for company's financials, hiring, culture, logistics and some administrative work. (2) Agency One; Non-investment related; 1445 Research Blvd, Ste 340, Rockville, MD 20850; Position: Agent; Start Date: 10/01/2025; Hours/month: 2; Hours/month during securities trading hours: 2. (3) West Private Wealth, LLC; Investment related; 1209 W Carriage Dr, Phoenix, AZ 85086; DBA for wealth practice; Owner/Sole Proprietor; Start Date: 12/1/2024; Hours/month: 120; Hours/month during securities trading hours: 120; Wealth Management, Financial Planning, and Investment Management. (4) Zachariae Realty, LLC; Non-Investment related; P.O. Box 117, Young, AZ 85554; Real Estate; Start Date: 12/29/2025; Hours/month: 0; Hours/month during securities trading hours: 0. (5) Pleasant Valley Inn; Non-Investment related; 47661 AZ 288, Young, AZ 85554; Ten-unit hotel; Start Date: 12/29/2025; Hours/month: 0; Hours/month during securities trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-06 |
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