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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-22 |
| PA | RA | APPROVED | 2021-09-01 |
Branch Locations
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
6720 North Scottsdale Road Suite 150, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Scottsdale | AZ | 05/2007 | 06/2021 |
| Hirtle, Callaghan & Co., Llc | Scottsdale | AZ | 06/2021 | Present |
Owner/Proprietor through DTM Revocable Trust of DTM, LLC (which owns 2 residential rental houses). Husband, Thomas McClain, also through DTM Revocable Trust is co-owner. Address is 1819 E. Buena Vista Dr. Tempe, AZ 85284. DTM, LLC was created 9/1/2012. I estimate spending approximately 2 hours of time per month devoted to the rental house business through DTM, LLC, none of which occurs during securities trading hours. Typical duties include collecting rent and managing the expenses and income for the rental houses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-01 |
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