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16427 N Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-10 |
Branch Locations
16427 N Scottsdale Road Suite 410, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2018 | 12/2019 |
| Full Time Student | Flagstaff | AZ | 01/2016 | 12/2017 |
| Kabuki | Flagstaff | AZ | 01/2017 | 11/2018 |
| Harbour Investments, Inc. | Madison | WI | 01/2026 | 08/2026 |
| Camelback Wealth Consultants | Phoenix | AZ | 06/2025 | 08/2026 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2019 | 03/2025 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/2020 | 03/2025 |
| Harbour Investments, Inc. | Madison | WI | 02/2026 | 08/2026 |
| Confluent Asset Management Llc | Scottsdale | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-14 |
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