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3850 E. Baseline Road Suite 119, Mesa, AZ 85206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-12 |
| AZ | RA | APPROVED | 2024-02-22 |
Branch Locations
3850 E. Baseline Road Suite 119, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 05/2023 | 01/2024 |
| Associate Staffing | Charlotte | NC | 01/2023 | 03/2023 |
| General Southwest Insurance Agency | Phoenix | AZ | 09/2020 | 12/2022 |
| Full Time Student | Phoenix | AZ | 03/2013 | 05/2023 |
| Cooper Financial Investments, Llc | Mesa | AZ | 02/2024 | Present |
| Morgan Stanley | Gilbert | AZ | 06/2023 | 01/2024 |
| Cooper Financial Group, Llc | Mesa | AZ | 01/2024 | Present |
| Starbucks Coffee Company | Gilbert | AZ | 07/2020 | 01/2023 |
| Northwestern Mutual | Cleveland | AZ | 10/2019 | 07/2020 |
1) Cooper Financial Group, LLC; Yes; Mesa, AZ; Insurance Sales; Insurance Agent; 01/2024; 40/MO; 40/MO. 2) Copper Canyon law; yes; Mesa, AZ; Estate Planning; 01/2025; 10HRS/MO; 10HRS/MO; assist with estate planning; assist with trust and wills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
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