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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2021-12-16 |
| AZ | RA | APPROVED | 2021-08-09 |
Branch Locations
Scottsdale, AZ • United States
14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Capital Resource Group | Bellevue | WA | 06/2020 | 07/2021 |
| Fairmont Scottsdale Princess Hotel | Scottsdale | AZ | 08/2018 | 06/2020 |
| Friendly Pines Camp | Prescott | AZ | 05/2018 | 07/2018 |
| Telluride Ski And Golf Corporation | Telluride | CO | 01/2018 | 04/2018 |
| University Of Arizona | Tucson | AZ | 08/2013 | 12/2017 |
| Royal Alliance Associatea | Bellevue | WA | 12/2020 | 07/2021 |
| Equitable Advisors, Llc | New York | NY | 07/2021 | Present |
1. Outside Fixed Insurance. 2. Nick@SignatureWealthConcepts.com, FP joined SWC DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-09 |
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