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14155 N. 83 Ave #144, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2023 | 07/2024 |
| Archbishop Alter High School | Kettering | OH | 01/2015 | 01/2019 |
| The Ohio State University | Columbus | OH | 01/2018 | 05/2023 |
| Stone House Tavern | Waynesville | OH | 05/2017 | 03/2018 |
| Raymond James | Miamisburg | OH | 01/2019 | 10/2019 |
| Fiveiron Golf | Cincinnati | OH | 07/2024 | 10/2025 |
| Swissport | Phoenix | AZ | 10/2025 | 01/2026 |
| Fullerton Financial Planning | Peoria | AZ | 01/2026 | Present |
| Kingdom Financial Group Llc | Peoria | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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