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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED_RES | 2021-12-01 |
| AZ | RA | APPROVED | 2019-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvard Avenue Investment Advisory | Scottsdale | AZ | 09/2018 | 08/2019 |
| Strongmind | Chandler | AZ | 03/2017 | 08/2019 |
| Pearson | Chandler | AZ | 01/2002 | 03/2017 |
| Objective Wealth, Llc | Phoenix | AZ | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-16 |
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