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Current Employers
Anne Cornelius, Cpa, P.C.

4300 N. Miller Rd. Suite 213, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-18
  • AZ RA
    APPROVED
    Since 2024-11-18

Branch Locations

4300 N. Miller Rd. Suite 213, Scottsdale, AZ 85251 • United States

Phoenix, AZ • United States

Prescott, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anne Cornelius, Cpa, P.C. Scottsdale AZ 01/1996 Present
Anne Cornelius, Cpa, P.C. Scottsdale AZ 10/2024 Present
Other Businesses

1) CPA - 1/1996 TO PRESENT. DUTIES INCLUDE PROVIDING ACCOUNTING AND TAX SERVICES TO CLIENTS AND PROSPECTS. SPEND 100% OF TIME ON THIS ACTIVITY. THIS ACTIVITY IS NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-05
  • S65 Uniform Investment Adviser Law Examination
    2024-09-05
Other Names
  • Anne Cornelius
  • Anne Wellington
  • Anna Marie Clark

View on SEC IAPD

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