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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-04 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-22 |
Branch Locations
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • 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 |
|---|---|---|---|---|
| First Command | Fort Worth | TX | 09/2020 | 02/2021 |
| Freedom Debt Relief | Tempe | AZ | 06/2016 | 06/2019 |
| Jpmorgan Chase | Phoenix | AZ | 06/2019 | 02/2021 |
| First Command | Fort Worth | TX | 02/2021 | 09/2025 |
| First Command | Fort Worth | TX | 02/2021 | 09/2025 |
| First Command | Fort Worth | TX | 02/2021 | 09/2025 |
| Lyft | Phoenix | AZ | 06/2023 | 11/2025 |
| Morgan Stanley | Tempe | AZ | 09/2025 | 10/2025 |
| Martinsen Wealth Management | Tempe | AZ | 11/2025 | 03/2026 |
| Public Safety Financial/Galloway | Mesa | AZ | 04/2026 | Present |
| Modern Wealth Management, Llc | Mesa | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-13 |
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