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7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Frisco | TX | 01/2015 | 06/2019 |
| Morning Squeeze | Scottsdale | AZ | 02/2022 | 01/2023 |
| Student | Tempe | AZ | 08/2019 | 05/2023 |
| Schmooze | Scottsdale | AZ | 01/2023 | 12/2023 |
| Fortitude Family Office | Scottsdale | AZ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
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