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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-17 |
| OK | RA | APPROVED | 2026-04-14 |
| ME | RA | APPROVED | 2026-03-18 |
| NM | RA | APPROVED | 2025-08-21 |
| NC | RA | APPROVED | 2024-08-27 |
| OH | RA | APPROVED | 2024-08-14 |
| AK | RA | APPROVED | 2023-05-01 |
| SC | RA | APPROVED | 2023-03-31 |
| GA | RA | APPROVED | 2023-02-06 |
| NE | RA | APPROVED | 2023-01-10 |
| IA | RA | APPROVED | 2023-01-09 |
| KY | RA | APPROVED | 2023-01-09 |
| MI | RA | APPROVED | 2023-01-09 |
| CA | RA | APPROVED | 2023-01-05 |
| TX | RA | APPROVED_RES | 2023-01-05 |
| WY | RA | APPROVED | 2023-01-05 |
| IN | RA | APPROVED | 2023-01-04 |
| CO | RA | APPROVED | 2023-01-03 |
| FL | RA | APPROVED | 2023-01-03 |
| KS | RA | APPROVED | 2023-01-03 |
| MO | RA | APPROVED | 2023-01-03 |
| PA | RA | APPROVED | 2023-01-03 |
| AL | RA | APPROVED | 2022-12-22 |
| OR | RA | APPROVED | 2022-12-22 |
| WA | RA | APPROVED | 2022-12-22 |
| AZ | RA | APPROVED | 2022-12-09 |
Branch Locations
6455 South Yosemite Street Suite 425, Greenwood Village, CO 80111 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities Inc | Jackson | TN | 09/2019 | 04/2020 |
| Centurylink | Tempe | AZ | 02/2019 | 05/2020 |
| The Neriah Group | Chandler | AZ | 10/2018 | 05/2020 |
| Primelending | Scottsdale | AZ | 02/2017 | 10/2018 |
| Movement Mortgage | Tempe | AZ | 05/2013 | 02/2017 |
| Insurance Agent | Chandler | AZ | 09/2019 | 05/2020 |
| Dekker Financial Services, Dekker Tax & Accounting | Chandler | AZ | 09/2019 | 05/2020 |
| American United Life | Gilbert | AZ | 04/2020 | 11/2022 |
| Oneamerica Securities | Gilbert | AZ | 05/2020 | 11/2022 |
| Guardian Life Insurance Company | Gilbert | AZ | 11/2022 | Present |
| Park Avenue Securities | Gilbert | AZ | 11/2022 | Present |
1) MY MONEY COACH-S corp set up for tax purposes only, Start date: 06/01/2022, Address: 879 E EUCLID AVE GILBERT, AZ 85297, 5 total hours per month; 5 during securities trading hours, Not investment related, No annual compensation, 2) POA for spouse -Amber Master, Start date: 3/1/2023, Address: 879 E. Euclid Ave. Gilbert, AZ 85297, 0 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 3) RISE - Insurance Other Than Guardian, Start date: 3/1/23, Address: 879 E. Euclid Ave. Gilbert, AZ 85297, 1 total hours per month; 1 during securities trading hours, Investment related, Less than10% annual compensation, 4) TEACHER - FINANCIAL PEACE UNIVERSITY, Start date: 03/28/2023, Address: 5545 S Lindsay Rd, Gilbert, AZ 85298, 8 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 5) Outside Insurance, Start date: 7/1/2025, Address: 879 E Euclid Ave Gilbert, AZ 85297, 3 total hours per month; 3 during securities trading hours, Investment related, >10% annual compensation, 6) Rise Foundation-President/Board of Directors, Start Date: 12/25/2025, Nature: Non-Profit Corporation, Address: 879 E Euclid Ave Gilbert, AZ 85297, Duties: Oversee that all orders and resolutions of the Board are carried into effect, 2 total hours per month; 2 during securities trading hours, Non-Investment Related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-29 |
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