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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-21 |
Branch Locations
63 S. Rockford Dr Ste 100, Tempe, AZ 85288 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Celtic Commercial Finance | Irvine | CA | 01/2018 | 08/2018 |
| Provident Equipment Leasing | Irvine | CA | 11/2016 | 01/2018 |
| Panera Bread | Mission Viejo | CA | 09/2015 | 06/2017 |
| California State University | Long Beach | CA | 08/2015 | 05/2018 |
| Saddleback College | Mission Viejo | CA | 08/2010 | 08/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2018 | 11/2025 |
| Self-Employed | Phoenix | AZ | 05/2019 | 09/2019 |
| Self-Employed | Chandler | AZ | 04/2024 | 10/2024 |
| Self-Employed | Chandler | AZ | 04/2024 | 02/2025 |
| Self-Employed | Chandler | AZ | 05/2024 | 10/2024 |
| Self-Employed | Chandler | AZ | 05/2024 | 10/2024 |
| Self-Employed | Chandler | AZ | 06/2024 | 02/2025 |
| Kestra Investment Services, Llc | Tempe | AZ | 11/2025 | Present |
| Kestra Advisory Services, Llc | Tempe | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-03 |
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