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Current Employers
Your Investment Advisor

6991 E Camelback Rd Suite D-300, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-25
  • AZ RA
    APPROVED
    Since 2024-09-25

Branch Locations

6991 E Camelback Rd Suite D-300, Scottsdale, AZ 85251 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northrop Grumman Sunnyvale CA 01/2024 06/2024
Boeing Mesa AZ 11/2021 01/2024
Boeing Mesa AZ 09/2018 11/2021
Ekso Bionics Richmond CA 07/2017 09/2018
Textron Systems Slidell LA 07/2016 07/2017
Your Investment Advisor Scottsdale AZ 08/2024 Present
  • 01/2024 → 06/2024
    Northrop Grumman
    Sunnyvale, CA
  • 11/2021 → 01/2024
    Boeing
    Mesa, AZ
  • 09/2018 → 11/2021
    Boeing
    Mesa, AZ
  • 07/2017 → 09/2018
    Ekso Bionics
    Richmond, CA
  • 07/2016 → 07/2017
    Textron Systems
    Slidell, LA
  • 08/2024 → Present
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05

View on SEC IAPD

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