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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-27 |
| TX | RA | APPROVED | 2021-07-12 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| El Rio Golf Course | Tucson | AZ | 01/2016 | 09/2017 |
| Realty Link | Tucson | AZ | 09/2017 | 12/2018 |
| Bondurant Racing School | Maricopa | AZ | 12/2018 | 12/2019 |
| Csp Financial Group, Llc | Scottsdale | AZ | 07/2021 | Present |
| James Anderson, Sole Proprietor | Scottsdale | AZ | 01/2020 | Present |
| Mika's Dream | Scottsdale | AZ | 01/2026 | Present |
| Meet Rack | Tucson | AZ | 09/2017 | 12/2018 |
1) Mika's Dream; Not Investment Related; Scottsdale, AZ; President; Soliciting donations for charity; Started 01/2026; Approximately 10 hours spent per month during securities trading hours. 2) James Anderson, Sole Proprietor; Investment Related; Scottsdale, AZ; Insurance Agent; Fixed Insurance Sales; Started 01/2020; Approximately 48 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
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