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Tucson, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado State University Police Department | Ft Collins | CO | 07/2013 | 07/2018 |
| Self-Employed | Tucson | AZ | 08/2018 | 03/2022 |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| University Of Arizona Parking Services | Tucson | AZ | 07/2019 | 05/2020 |
| Maximus Inc | Reston | VA | 07/2020 | 04/2021 |
| New York Life Insurance Co | Tucson | AZ | 01/2022 | 01/2023 |
| Nylife Securities Llc | Tucson | AZ | 05/2022 | 01/2023 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 12/2022 | 10/2023 |
| Mml Investors Services Llc | Scottsdale | AZ | 01/2023 | 10/2023 |
| Newyork Life Insurance Co | Tucson | AZ | 11/2023 | 03/2025 |
| Nylife Securities Llc | Tucson | AZ | 12/2023 | 03/2025 |
| Spinnaker Health, Llc | Phoenix | AZ | 03/2025 | Present |
| 6|21 Private Wealth, Llc | Tucson | AZ | 04/2025 | Present |
I own Spinnaker Health, LLC., to broker group benefits and benefit packages for employers, associations, and trade unions. I broker fixed (non-variable) life and health insurance products. Spinnaker Health is currently registered at 3421 E Shea Blvd #111, Phoenix AZ 85028. I began active work for Spinnaker Health in March 2025, and spend approximately 15 hours per week; less than 5 hours per week take place during trading hours. I prospect, present, and close group life and health insurance proposals for established groups and employers. I offer no variable products, and I do not prospect investment clients for Spinnaker Health, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-22 |
| S66 | Uniform Combined State Law Examination | 2005-04-01 |
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