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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona House Of Representatives | Phoenix | AZ | 02/2017 | 05/2017 |
| Tucson Country Day School - Camp Adventure | Tucson | AZ | 06/2017 | 07/2018 |
| Tucson Country Day School | Tucson | AZ | 08/2018 | 04/2019 |
| Blue Cross Blue Shield Of Arizona | Phoenix | AZ | 05/2019 | 08/2019 |
| University Of Arizona - Eller College Of Management | Tucson | AZ | 08/2018 | 12/2019 |
| Tci Wealth Advisors | Tucson | AZ | 02/2020 | 10/2024 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 10/2024 | Present |
| Student | Flagstaff | AZ | 10/2014 | 02/2017 |
1) PokAlytics; Investment related: No; Location: 1225 North Speedway Place TUCSON AZ 85715; Description: I run an eBay store that buys and sells products from yard sales and other low cost sources. It is not investment related in any way.; Sole Proprietor; Source products, run marketing campaigns, list items, interface with customers.; Start date: 2024-08-18; Hours per month during trading hours: 0; Hours per month outside trading hours: 12.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
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