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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-09 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University-Full Time Education | Westfield | NJ | 08/2018 | Present |
| Wendel Financial Group | Westfield | NJ | 04/2023 | Present |
| Etfmg | Summit | NJ | 07/2021 | 08/2021 |
| United Planners Financial Services | Westfield | NJ | 05/2019 | 09/2019 |
| United Planners Financial Services | Westfield | NJ | 05/2020 | 09/2020 |
| Westfield High School | Westfield | NJ | 09/2014 | 06/2018 |
| United Planners Financial Services | Scottsdale | AZ | 06/2023 | Present |
1.) WENDEL FINANCIAL GROUP - ANALYST - DBA NAME FOR MARKETING PURPOSES ONLY - WESTFIELD, NJ - SINCE 06/2024 - INVESTMENT RELATED 2.) MEGA STOCK PICKER INC - DATA SOLUTIONS ARCHITECT - AI FINTECH - SAN FRANCISCO, CA - SINCE 07/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
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