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Marana, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
| AZ | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uline | Ontario | CA | 02/2019 | 07/2021 |
| Amazon | San Bernardino | CA | 03/2017 | 02/2019 |
| Prometric | Rancho Cucamonga | CA | 08/2010 | 06/2017 |
| Northwestern Mutual | Tucson | AZ | 08/2021 | 09/2022 |
| Iliad Wealth Solutions | Scottsdale | AZ | 10/2022 | 07/2023 |
| Mml Investors Services, Llc | Marana | AZ | 10/2023 | 01/2025 |
| Mahogany Insurance Strategies, Llc | Tucson | AZ | 02/2025 | Present |
| Mahogany Financial Strategies Llc | Marana | AZ | 02/2025 | Present |
| Mahogany Financial Strategies Llc | Marana | AZ | 05/2025 | Present |
| Cody Peck, Sole Proprietor | Marana | AZ | 07/2021 | 02/2025 |
(1) NAME: SANDS CLUB INV REL: Y ADD: TUCSON, AZ NATURE: BOARD MEMBER FOR A PRIVATE BUSINESS CLUB POSITION: BOARD MEMBER START DATE: 07/01/2023 NO HRS/MO: 3 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: A QUARTERLY MEETING, ATTEND CLUB EVENTS WHEN AVAILABLE, TALK WITH MEMBERS AND NON-MEMBERS ABOUT THE CLUB, HELP POINT THE CLUB IN THE DIRECTION MEMBERS WANT AND EVENTS THEY WANT. (2) NAME: REACH FOR THE STARS INV REL: Y ADD: TUCSON, AZ NATURE: NON-PROFIT HELPING YOUTH MENTAL HEALTH AND TEACHING STEM POSITION: BOARD TREASURER START DATE: 08/01/2023 NO HRS/MO: 8 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: HELP POINT THE NON-PROFIT IN AREAS FOR ITS MISSION, REVIEW THE FINANCIALS OF THE COMPANY, VOLUNTEER. (3) NAME: NETWORK OUTDOORS, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: NETWORK AND PRIVATE CLUBS FOR OUTDOORSMEN POSITION: PARTNER/OWNER START DATE: 07/17/2023 NO/HRS MO: 20 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: MARKET, GROW COMPANY, ESTABLISH PARTNERSHIPS, OVERSEE THE WEST COAST OPERATIONS. (4) NAME: Mahogany Insurance Strategies, LLC, INV REL: Y, ADD: TUCSON, ARIZONA NATURE: INSURANCE SALES, POSITION: OWNER/AGENT, START DATE: 02/2025, NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 30, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-24 |
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