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4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-22 |
Branch Locations
4900 N Scottsdale Rd Suite 2600, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 09/2020 | 01/2022 |
| Minnesota Life Insurance Company | Saint Paul | MN | 09/2020 | 01/2022 |
| Renaissance Financial | Phoenix | AZ | 09/2020 | 01/2022 |
| Amerisave Mortgage Corporation | Atlanta | GA | 08/2020 | 01/2021 |
| Unemployed | Tucson | AZ | 05/2020 | 08/2020 |
| Pacific University | Forest Grove | OR | 08/2018 | 05/2020 |
| Chicago Title Insurance Co./ Fidelity National | Chicago | IL | 07/2013 | 09/2019 |
| Grinnell College | Grinnell | IA | 08/2016 | 05/2018 |
| Fidelity Investements | Scottsdale | AZ | 04/2022 | 01/2024 |
| Morgan Stanley | Gilbert | AZ | 01/2024 | 08/2024 |
| Stoker Ostler Wealth Advisors Inc. | Scottsdale | AZ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-03 |
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