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Current Employers
Mindful Millions Management Pllc

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-07
AZ RA APPROVED 2025-03-13
  • TX RA
    APPROVED_RES
    Since 2025-05-07
  • AZ RA
    APPROVED
    Since 2025-03-13

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2018 → 01/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2018 → 08/2018
    Bitcoin Ira
    Sherman Oaks, CA
  • 01/2018 → 03/2018
    Digital Ira
    Sherman Oaks, CA
  • 08/2017 → 12/2017
    Pavemint Llc
    Los Angeles, CA
  • 02/2016 → 06/2017
    Los Angeles Pierce College's Center For Academic Success
    Woodland Hills, CA
  • 08/2012 → 12/2017
    California State University Of Northridge
    Northridge, CA
  • 01/2021 → 04/2022
    Fidelity Investments
    Phoenix, AZ
  • 04/2022 → 01/2024
    Scottsdale, AZ
  • 04/2024 → 07/2026
    Phoenix, AZ
  • 12/2023 → 02/2025
    Mindful Millions
    Phoenix, AZ
  • 02/2025 → Present
    Phoenix, AZ
  • 01/2025 → 04/2025
    Endeavor Advisors
    Phoenix, AZ
  • 07/2026 → Present
    Endeavor Advisors Llc
    Phoenix, AZ
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-06
S63 Uniform Securities Agent State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2019-11-06
  • S63 Uniform Securities Agent State Law Examination
    2018-10-19
Designations

View on SEC IAPD

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