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2325 E Camelback Rd Ste 443, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-28 |
Branch Locations
2325 E Camelback Rd Ste 443, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyoak Wealth | Las Vegas | NV | 03/2019 | 09/2022 |
| Pimco | Newport Beach | CA | 01/2017 | 03/2019 |
| Blackrock | New York | NY | 08/2012 | 01/2017 |
| Asterozoa Management | Scottsdale | AZ | 10/2021 | Present |
Owner and Sole Proprietor of Psammites Ventures, LLC; Owner in Lyric Group, LLC - a private pooled investment vehicle
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-15 |
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