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4300 N. Miller Rd. Suite 213, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-18 |
Branch Locations
4300 N. Miller Rd. Suite 213, Scottsdale, AZ 85251 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anne Cornelius, Cpa, P.C. | Scottsdale | AZ | 01/1996 | Present |
| Anne Cornelius, Cpa, P.C. | Scottsdale | AZ | 10/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-05 |
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