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4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-20 |
Branch Locations
4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sensible Money, Llc | Scottsdale | AZ | 06/2025 | Present |
| Lpl Financial | Tempe | AZ | 10/2024 | 06/2025 |
| Grand Canyon University | Phoenix | AZ | 08/2022 | 01/2025 |
| Blue Trust | Tempe | AZ | 06/2024 | 07/2024 |
| Sundt | Gilbert | AZ | 05/2023 | 02/2024 |
| Rural Electric | Mesa | AZ | 06/2020 | 08/2022 |
| Gilbert Christian Schools | Gilbert | AZ | 08/2015 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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