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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
| AZ | RA | APPROVED | 2026-03-03 |
Branch Locations
3131 E Camelback Road Suite 100, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Phoenix | AZ | 05/2025 | 08/2025 |
| Valley Of The Sun Jewish Community Center | Scottsdale | AZ | 05/2023 | 01/2025 |
| Jimmy Johns | Scottsdale | AZ | 05/2021 | 08/2022 |
| Daily Dose Bar And Grill | Phoenix | AZ | 05/2020 | 01/2021 |
| Cocopah Middle School | Scottsdale | AZ | 08/2015 | 08/2018 |
| Chaparral High School | Scottsdale | AZ | 08/2018 | 05/2022 |
| University Of Arizona | Tucson | AZ | 08/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Renaissance Financial | Phoenix | AZ | 08/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: ARIZONA FINANCIAL PLANNING CLUB; INVESTMENT RELATED: NO; ADDRESS: TUCSON, AZ 85719; NATURE OF BUSINESS: SCHOOL CLUB; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PLAN WEEKLY EVENTS WITH MAJOR FINANCIAL PLANNING FIRMS AND ORGANIZE MEETINGS TO HELP GET STUDENTS CONNECTED, NETWORK, AND HIRED FOR INTERNSHIPS AND FUTURE CAREERS; 3. NAME OF OTHER BUSINESS: ZETA BETA TAU; INVESTMENT RELATED: NO; ADDRESS: TUCSON, AZ 85719; NATURE OF BUSINESS: FRATERNITY; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: WORK CLOSELY WITH MY MEMBERS TO KEEP OUR ACADEMICS UP TO PAR WITH SCHOOL STANDARDS WHILE ALSO KEEPING ALUMNI CONNECTED;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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