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20707 N Pima Rd Ste 205, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-28 |
Branch Locations
20707 N Pima Rd Ste 205, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sl Capital | Scottsdale | AZ | 05/2025 | Present |
| Sl Capital | Scottsdale | AZ | 09/2024 | Present |
| Texas Christian University | Fort Worth | TX | 08/2023 | 06/2024 |
| Bay Tax Services | Paradise Valley | AZ | 06/2023 | 08/2023 |
| Texas Christian University | Fort Worth | TX | 08/2022 | 05/2023 |
| Lee & Associates | Phoenix | AZ | 05/2022 | 08/2022 |
| Texas Christian University | Fort Worth | TX | 08/2020 | 05/2022 |
| Brophy College Prep | Phoenix | AZ | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
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