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2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-26 |
Branch Locations
2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
5727 Baker Way Suite 107, Gig Harbor, WA 98332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Kitsap High School | Port Orchard | WA | 09/2016 | 06/2020 |
| Taco Time Nw | Port Orchard | WA | 04/2018 | 08/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Warsaw | 08/2020 | 08/2022 | |
| Brigham Young University | Provo | UT | 08/2022 | 08/2024 |
| Brinks Home | Waco | TX | 01/2024 | 03/2024 |
| Decisionpoint Financial | Mesa | AZ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
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