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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-30 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
2141 East Camelback Road Suite 205, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Advisors | Phoenix | AZ | 06/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2020 | 12/2024 |
| Crescent Crown Distributing, Llc | Mesa | AZ | 11/2018 | 09/2020 |
| Spray Systems, Inc. | Pomona | CA | 11/2017 | 10/2018 |
| Claremont Unified School District | Claremont | CA | 06/2015 | 08/2017 |
| University Of Arizona | Tucson | AZ | 08/2013 | 05/2017 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 10/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
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