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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Gilbert | AZ | 10/2021 | 03/2025 |
| Family First Life | Phoenix | AZ | 04/2021 | 10/2021 |
| Fox Cigar Bar | Scottsdale | AZ | 09/2020 | 02/2021 |
| Bevmo! | Tempe/Scottsdale | AZ | 03/2019 | 09/2020 |
| Arizona State University | Tempe | AZ | 08/2016 | 12/2020 |
| Dew Wealth Management | Scottsdale | AZ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
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