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7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-20 |
Branch Locations
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Bank/Think Financial Planning | Rochester | MN | 04/2021 | 10/2022 |
| Think Bank | Rochester | MN | 01/2013 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | 08/2022 |
| Raymond James Financial Services, Inc. | Rochester | MN | 08/2022 | 10/2022 |
| Raymond James Financial Services Advisors, Inc. | Rochester | MN | 08/2022 | 10/2022 |
| Think Bank | Rochester | MN | 08/2017 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | MN | 10/2022 | 06/2024 |
| Liberty University | Lynchburg | VA | 08/2014 | 12/2017 |
| Bank Of America, N.A. | Rochester | MN | 10/2022 | 06/2024 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 06/2024 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 06/2024 | 03/2025 |
| Rochester Public Schools | Rochester | MN | 03/2024 | 05/2024 |
| Rochester Public Schools | Rochester | MN | 10/2016 | 08/2017 |
| Strategy Financial Group | Phoenix | AZ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-24 |
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