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10371 N. Oracle Rd. Suite 102, Oro Valley, AZ 85737 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-15 |
| AZ | RA | APPROVED | 2020-11-03 |
Branch Locations
10371 N. Oracle Rd. Suite 102, Oro Valley, AZ 85737 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon University | Phoenix | AZ | 07/2016 | 04/2020 |
| Forward Strategies Insurance Brokerage | Oro Valley | AZ | 04/2017 | 09/2019 |
| Ck Design | Oro Valley | AZ | 05/2015 | Present |
| Various Insurance Companies | Oro Valley | AZ | 10/2020 | Present |
| Ridge Capital Advisors, Llc | Oro Valley | AZ | 10/2020 | Present |
(1)-Various insurance companies; investment related; Oro Valley, AZ; Insurance Sales; Insurance Agent; 10/2020; approximately 30 hours per week, substantially all during market hours; Insurance Sales. (2) CK Design; not investment related; Oro Valley, AZ; web design; owner/web designer; 05/2015; approximately 10 hours per week, substantially none during market hours; owner/web site designer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-01 |
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