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10465 Park Meadows Dr #107, Lone Tree, CO 80124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| AZ | RA | APPROVED | 2024-11-25 |
Branch Locations
1830 S Alma School Rd Suite 116, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daicel Safety Systems America Az | Mesa | AZ | 07/2016 | 11/2016 |
| Real Property Management East Valley | Mesa | AZ | 11/2016 | 05/2017 |
| Robert Half | Stamford | CT | 08/2017 | 05/2018 |
| Raymond James Financial Services, Inc. | Mesa | AZ | 07/2018 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Mesa | AZ | 01/2021 | 07/2021 |
| Morgan Stanley | Gilbert | AZ | 10/2021 | 07/2023 |
| Fullerton Financial Planning | Peoria | AZ | 07/2023 | 09/2024 |
| Gbg Wealth Management, Llc | Mesa | AZ | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-16 |
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