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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 07/2019 | 11/2021 |
| Willis Towers Watson | Denver | CO | 10/2018 | 05/2019 |
| University Of Vermont | Burlington | VT | 08/2014 | 05/2017 |
| O'DOnovan Property Management | Portland | ME | 07/2011 | 08/2018 |
| Bank Of America N.A. | Denver | CO | 09/2019 | 11/2021 |
| Unemployed/Family | Cape Elizabeth | ME | 12/2021 | 12/2022 |
| Cliftonlarsonallen Wealth Advisors Llc | Denver | CO | 01/2023 | 12/2023 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 01/2024 | 01/2026 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
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