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2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-12-22 |
| WA | RA | APPROVED | 2021-10-11 |
Branch Locations
5727 Baker Way Nw Suite 107, Gig Harbor, WA 98332 • United States
2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2019 | 10/2021 |
| Unicity International | Orem | UT | 06/2014 | 01/2018 |
| Decisionpoint Financial | Mesa | AZ | 05/2018 | 08/2018 |
| The Professional Financial Company | Pleasant Grove | UT | 08/2018 | 02/2019 |
| Unemployed | Alpine | UT | 02/2019 | 05/2019 |
| Utah Valley University | Orem | UT | 08/2014 | 05/2019 |
| Decisionpoint Financial, Llc | Mesa | AZ | 10/2021 | Present |
1)NAME OF BUSINESS: Agent for Father INVESTMENT-RELATED: ADDRESS: Alpine, UT START DATE: 10/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0..... 2) NAME OF BUSINESS: Agent for Mother INVESTMENT-RELATED: ADDRESS: Mesa, AZ START DATE: 10/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 3.) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: MESA, AZ POSITION: LANDLORD/OWNER START DATE: 6/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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