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4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-03 |
Branch Locations
4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Phoenix, Inc. | Phoenix | AZ | 06/2020 | 02/2023 |
| Versant Capital Management | Phoenix | AZ | 09/2019 | 05/2020 |
| Charles Schwab | Phoenix | AZ | 06/2019 | 08/2019 |
| Grand Canyon Beverage Co | Phoenix | AZ | 10/2018 | 09/2019 |
| Arena Sports | Mill Creek | WA | 09/2017 | 08/2018 |
| Snohomish Aquatic Center | Snohomish | WA | 04/2016 | 08/2017 |
| High School/Everett Community College | Everett | WA | 07/2010 | 06/2018 |
| Grand Canyon University | Phoenix | AZ | 08/2018 | 04/2020 |
| Sensible Money, Llc | Scottsdale | AZ | 03/2023 | 04/2025 |
| Sensible Money, Llc | Scottsdale | AZ | 04/2025 | 12/2025 |
| Sensible Money Llc | Scottsdale | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
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