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16427 N Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
Branch Locations
16427 N Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Phoenix | AZ | 09/2018 | 03/2024 |
| City Of Huntington Beach | Huntington Beach | CA | 02/2017 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2024 | 07/2025 |
| Full Time Student | Long Beach | CA | 05/2014 | 11/2016 |
| Confluent Asset Management Llc | Phoenix | AZ | 07/2025 | Present |
| Confluent Asset Management Llc | Phoenix | AZ | 07/2025 | Present |
| Equitable Advisors, Llc | New York | NY | 09/2024 | 07/2025 |
(1) Ahwatukee Chamber of Commerce; No; Phoenix, AZ; Non Profit; Member; 04/2024; 1% of time; (2) Nicholas Chavez occasionally sells insurance products- very minimal time is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
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