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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-07 |
Branch Locations
16427 N. Scottsdale Road Suite 230, Scottsdale, AZ 85254 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | Phoenix | AZ | 07/2022 | 10/2023 |
| Us Bank | Tucson | AZ | 11/2021 | 06/2022 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Fleming's Prime Steakhouse & Wine Bar | Tucson | AZ | 08/2018 | 06/2019 |
| Pastiche Modern Eatery | Tucson | AZ | 08/2016 | 08/2018 |
| Bank Of America Merrill Lynch | Phoenix | AZ | 06/2021 | 08/2021 |
| Emerson Equity Llc | San Mateo | CA | 11/2023 | Present |
| Inspired Healthcare Capital | Scottsdale | AZ | 10/2023 | 08/2025 |
| Access Capital Group | Scottsdale | AZ | 02/2024 | Present |
1) ACCESS CAPITAL GROUP-INVESTMENT RELATED, 7047 E GREENWAY PARKWAY, STE 300 SCOTTSDALE, AZ 85016, ALTERNATIVE INVESTMENTS DISTRIBUTION, ASSOCIATE VICE PRESIDENT OF CAPITAL MARKETS, RAISE CAPITAL FOR VARIOUS ALTERNATIVE INVESTMENT SPONSORS, 40 HRS A MONTH, 10 HRS DURING SECURITIES TRADING HOURS, 02/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-19 |
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