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8585 E Hartford Dr Suite 108, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-18 |
Branch Locations
8585 E Hartford Dr Suite 108, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2019 | 12/2023 |
| Pearle Vision | Cincinnati | OH | 05/2017 | 07/2017 |
| Pearle Vision | Mason | OH | 05/2018 | 07/2018 |
| Columbia University Athletics | New York | NY | 12/2016 | 05/2019 |
| Ursuline Academy | Cincinnati | OH | 06/2017 | 07/2017 |
| Ursuline Academy | Cincinnati | OH | 06/2018 | 07/2018 |
| Ursuline Academy | Cincinnati | OH | 06/2019 | 07/2019 |
| Columbia University | New York | NY | 08/2015 | 05/2019 |
| Interwealth Management Llc | Scottsdale | AZ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-18 |
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