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7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-01-21 |
Branch Locations
7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tarbox Family Office | Phoenix | AZ | 05/2020 | 10/2021 |
| Cliftonlarsonallen | Phoenix | AZ | 07/2019 | 04/2020 |
| Price Kong & Company | Phoenix | AZ | 02/2019 | 07/2019 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 02/2019 |
| Cool Image Heating And Air Conditioning | Apple Valley | CA | 06/2014 | 08/2017 |
| Fortitude Family Office | Scottsdale | AZ | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-21 |
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