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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-25 |
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 05/2016 | 12/2019 |
| Jpmorgan Securities Llc | Houston | TX | 06/2016 | 12/2019 |
| Adonis Lee Interest Corporation | Pearland | TX | 10/2016 | 01/2019 |
| Varisty Tutors | Houston | TX | 10/2018 | 02/2020 |
| Usaa Financial Advisors Inc | Addison | TX | 02/2020 | 06/2020 |
| Peyton Resource Group | Addison | TX | 02/2020 | 06/2020 |
| Usaa Investment Services Company | Addison | TX | 06/2020 | 06/2020 |
| Bb&T Securities, Llc | Dallas | TX | 07/2020 | 02/2021 |
| Truist Investment Services, Inc. | Dallas | TX | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 05/2021 | 09/2022 |
| Avantax Advisory Services | Dallas | TX | 05/2021 | 09/2022 |
| Pnc Investments Llc | Cleveland | OH | 10/2022 | 04/2024 |
| Unemployed | Houston | TX | 04/2024 | 02/2025 |
| United Planners Financial Services | Scottsdale | AZ | 02/2025 | Present |
| Amped Fitness | Sugarland | TX | 06/2026 | Present |
1.) AMPED FITNESS - PERSONAL TRAINER - GYM - SUGARLAND, TX - SINCE 06/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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