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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tierney And Son's Services | Erlanger | KY | 06/2013 | 08/2017 |
| Watson's | Florence | KY | 02/2016 | 08/2017 |
| Vail Resorts | Vail | CO | 05/2018 | 08/2018 |
| Blue Sushi Sake Grill | Lexington | KY | 01/2019 | 11/2020 |
| Cincinnati Bell Technology Solutions | Cincinnati | OH | 04/2016 | 08/2020 |
| Amazon | Hebron | KY | 03/2020 | 07/2020 |
| Tru Deliveries Llc | Aurora | CO | 08/2020 | 11/2020 |
| University Of Kentucky | Lexington | KY | 08/2016 | 05/2020 |
| Fidelity Investments | Greenwood Village | CO | 11/2020 | 12/2023 |
| Edward Jones | St Louis | MO | 01/2024 | 11/2025 |
| Dew Wealth Management | Scottsdale | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-09 |
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