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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
| AZ | RA | APPROVED | 2023-08-10 |
Branch Locations
2730 East Camelback Rd Ste 250, Phoenix, AZ 85016 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 10/2020 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 10/2020 | 08/2023 |
| Renaissance Financial | Phoenix | AZ | 10/2020 | Present |
| Wells Fargo | Tempe | AZ | 06/2017 | 09/2018 |
| Pei Wei Asian Diner | Tempe | AZ | 07/2016 | 07/2017 |
| Busy Bees | Phoenix | AZ | 07/2016 | 01/2023 |
| Chandler Preparatory Academy | Chanlier | AZ | 01/2010 | 05/2017 |
| Arizona State University | Tempe | AZ | 08/2017 | Present |
| Securian Financial Services | Saint Paul | MN | 06/2020 | 09/2020 |
| Renaissance Financial | Phoenix | AZ | 06/2020 | 09/2020 |
| Securian Financial Services | Saint Paul | MN | 09/2020 | 10/2020 |
| Renaissance Financial | Phoenix | AZ | 09/2020 | 10/2020 |
| Cetera Wealth Services, Llc | Phoenix | AZ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: February 2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: February 2021 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. CHANDLER PREP - VOLLEYBALL COACH POSITION: Assistant Coach NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2022 ADDRESS: 1951 N Alma School Rd, Chandler AZ 85224, United States DESCRIPTION: This role is an assistant volleyball coach for the Chandler Preparatory Academy high school team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-26 |
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