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Chandler, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sensible Money, Llc | Scottsdale | AZ | 06/2018 | 05/2025 |
| Sensible Money, Llc | Scottsdale | AZ | 01/2018 | 06/2018 |
| Geico | Tucson | AZ | 06/2017 | 07/2017 |
| Northern Arizona University | Flagstaff | AZ | 09/2015 | 12/2017 |
| Northern Arizona University | Flagstaff | AZ | 08/2014 | 05/2018 |
| Switchpoint Financial Planning, Llc | Chandler | AZ | 05/2025 | 08/2026 |
| Bugle Valley | Chandler | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-21 |
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