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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-07 |
| AZ | RA | APPROVED | 2025-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2018 | 01/2021 |
| Bitcoin Ira | Sherman Oaks | CA | 03/2018 | 08/2018 |
| Digital Ira | Sherman Oaks | CA | 01/2018 | 03/2018 |
| Pavemint Llc | Los Angeles | CA | 08/2017 | 12/2017 |
| Los Angeles Pierce College's Center For Academic Success | Woodland Hills | CA | 02/2016 | 06/2017 |
| California State University Of Northridge | Northridge | CA | 08/2012 | 12/2017 |
| Fidelity Investments | Phoenix | AZ | 01/2021 | 04/2022 |
| Bayntree Wealth Advisors, Llc | Scottsdale | AZ | 04/2022 | 01/2024 |
| Nectarine | Phoenix | AZ | 04/2024 | 07/2026 |
| Mindful Millions | Phoenix | AZ | 12/2023 | 02/2025 |
| Mindful Millions Management Pllc | Phoenix | AZ | 02/2025 | Present |
| Endeavor Advisors | Phoenix | AZ | 01/2025 | 04/2025 |
| Endeavor Advisors Llc | Phoenix | AZ | 07/2026 | Present |
Cristina Perez investment-related private residence in Phoenix, AZ insurance Licensed Insurance Agent 10/01/2021 0 hours per month 0 hours during trading Licensed, but not actively selling insurance products. Cristina Perez investment-related Mindful Millions Remote Independent Contractor (Para Planner) 01/2025 5-10 hours per week 5-10 hours during trading Client Service and Administrative Work
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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