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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-08 |
| AZ | RA | APPROVED | 2021-01-26 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 05/2020 |
| My Contact Card Llc | Tucson | AZ | 08/2017 | 11/2018 |
| The Helpful Handyman Llc | Tucson | AZ | 01/2019 | 04/2019 |
| My Home Group Llc | Tucson | AZ | 07/2017 | 04/2019 |
| University Of Arizona | Tucson | AZ | 07/2016 | 01/2017 |
| Towne Park | Tucson | AZ | 02/2014 | 06/2017 |
| Vail School District/ University Of Arizona | Tucson | AZ | 01/2008 | 05/2017 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 07/2020 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 01/2021 | Present |
| Tech Launch Arizona | Tucson | AZ | 08/2016 | 12/2016 |
(1) NAME: DFG CASUALTY & BENEFITS INV REL: Y ADD: 6263 NORTH SCOTTSDALE ROAD, SUITE #140, SCOTTSDALE, ARIZONA 85250 NATURE: INDIVIDUAL LIFE/HEALTH, P&C INSURANCE POSITION: AGENT/REP REFERRAL PARTNER START DATE: 7/9/2020 NO HRS/MO:2 NO HRS/MO DUR TRADING: 2 (2) JUSTIN SHUMATE INV REL: Y ADD: 6263 NORTH SCOTTSDALE ROAD, SUITE #140, SCOTTSDALE, ARIZONA 85250 NATURE: SALES AND SERVICE OF INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS-LIFE, DI, LTC, FIXED ANNUTIES POSITION: AGENT START DATE: 7/9/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 (3) NAME: STORMWIND STUDIOS INV REL: N ADDR: 17550 N PERIMETER DR, STE 300, SCOTTSDALE, AZ 85255 NATURE: B2B IT TRAINING POSITION: SALES REP START DATE: 8/4/2025 NO. HR/MO: 35 NO. HR/MO DURING SEC TRADING: 30 DUTIES: SELLING TRAINING SOFTWARE TO COMPANIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-15 |
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