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7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-11 |
Branch Locations
7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments | Madison | WI | 03/2020 | 05/2020 |
| Hibbett Sports | Bloomington | IL | 06/2020 | 08/2020 |
| Pizza Extreme | Madison | WI | 06/2016 | 08/2019 |
| Illinois State University | Normal | IL | 08/2019 | 05/2021 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2017 | 05/2019 |
| Madison Metropolitan School District | Madison | WI | 09/2006 | 06/2017 |
| Custer Financial Services | Madison | WI | 05/2021 | 04/2022 |
| High Point Swim Club | Madison | WI | 06/2017 | 08/2018 |
| Sentinel Advisory Group | Middleton | WI | 05/2022 | 08/2023 |
| Stratos Wealth Partners, Ltd | Scottsdale | AZ | 09/2023 | 06/2025 |
| Rover | Phoenix | AZ | 07/2025 | Present |
| Corepath Wealth Partners Llc | Scottsdale | AZ | 07/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Rover; Not investment-related; Phoenix, AZ 85054; Pet sitting and dog walking; Pet Sitter; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-17 |
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