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150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-07-15 |
Branch Locations
16427 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
150 Spear Street Suite 1600, San Francisco, CA 94105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Arizona University | Flagstaff | AZ | 09/2018 | 05/2020 |
| 2Nd Amendment Enterprises Llc | Flagstaff | AZ | 10/2012 | 07/2018 |
| Equitable Advisors, Llc | Scottsdale | AZ | 02/2020 | 10/2020 |
| Morgan Stanley | Gilbert | AZ | 10/2020 | 10/2021 |
| Charles Schwab & Co, Inc | Phoenix | AZ | 10/2021 | 03/2025 |
| Parallel Advisors, Llc | Scottsdale | AZ | 03/2025 | Present |
Self-Employed; not investment-related; Phoenix, AZ; entertainment; Band Manager; started 05/2016; approximately 10 hours per month, zero hours during securities trading hours; play music in a band.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-22 |
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