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3133 W Frye Road Suite 101, Chandler, AZ 85226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| CA | RA | APPROVED | 2024-05-31 |
| AZ | RA | APPROVED | 2024-05-30 |
Branch Locations
3133 W Frye Road Suite 101, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mga Business Consulting | Phoenix | AZ | 09/2015 | 11/2016 |
| Partech, Kiviteapp | Phoenix | AZ | 02/2017 | 04/2018 |
| People Ready | Tempe | AZ | 11/2020 | 10/2021 |
| Renaissance Marriott | Phoenix | AZ | 10/2021 | 12/2022 |
| Terra Wealth Management, Llc | Phoenix | AZ | 01/2023 | 05/2024 |
| Woz-U | Scottsdale | AZ | 08/2019 | 10/2020 |
| People Ready | Tempe | AZ | 08/2018 | 07/2019 |
| Dhl Express | Tempe | AZ | 03/2018 | 07/2018 |
| Preople Ready | Tempe | AZ | 11/2016 | 02/2017 |
| Hampton University / Arizona State University | Tempe | AZ | 08/2012 | 06/2017 |
| Thompson Financial Group | Gilbert | AZ | 10/2019 | 09/2022 |
| Terrawealth | Gilbert | AZ | 09/2022 | 05/2024 |
| Modern Wealth Llc | Chandler | AZ | 05/2024 | Present |
Founding Partner at Modern Wealth Insurance Services LLC; Investment related: Yes; Location of the business: 249 E Chicago Street, Suite 128 Chandler Arizona 85225; Description of the business: Insurance agency handling life, disability, LTC, and annuities; Start date with business: 2024-08-09; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
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