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7047 E Greenway Parkway Suite 250, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-23 |
Branch Locations
7047 E Greenway Parkway Suite 250, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 09/2019 | 11/2020 |
| Us Navy | Bremerton | WA | 05/2011 | 08/2019 |
| Unemployed | Fenton | MO | 08/2019 | 09/2019 |
| Bank Of America N.A. | Clayton | MO | 11/2019 | 11/2020 |
| Triune Financial Partners | Overland Park | KS | 11/2020 | 03/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 04/2023 | 02/2025 |
| Faith Investor Services | Dallas | TX | 04/2025 | Present |
(1) Dalton Education by CeriFi; not investment related; 3625 Brookside Pkwy #450, Alpharetta, GA 30022; Nature: education; Position: Instructor; Start: 03/2023; Hours devoted during trading hours: Zero; Duties: Teaching CFP Courses. (2)Magellan Federal; not investment related; 2800 Shirlington Road.,Ste. 350, Arlington, VA 22206; Nature: education; Position: Instructor; Start: 03/2025; Hours devoted during trading hours: Zero; Duties: Teaching Financial Literacy to Military.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-13 |
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