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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-15 |
| AZ | RA | APPROVED | 2025-10-02 |
Branch Locations
3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States
Phoenix, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culinary Dropout | Scottsdale | AZ | 09/2021 | 05/2022 |
| Calvary Church | Los Gatos | CA | 05/2017 | 07/2017 |
| Christ Lutheran School | Phoenix | AZ | 08/2017 | 11/2017 |
| Bei Restaurants Llc | Scottsdale | AZ | 05/2022 | 06/2025 |
| Stetson University | Deland | FL | 08/2016 | 05/2017 |
| Unemployed | Phoenix | AZ | 08/2019 | 05/2020 |
| Defunct (Diadact Management) | Tempe | AZ | 05/2020 | 11/2020 |
| Defunct (Geisha A Go-Go) | Scottsdale | AZ | 11/2017 | 08/2019 |
| Unemployed | Phoenix | AZ | 08/2021 | 09/2021 |
| Unemployed | Phoenix | AZ | 11/2020 | 04/2021 |
| Dillards | Scottsdale | AZ | 04/2021 | 08/2021 |
| Fidelity Investments | Phoenix | AZ | 06/2025 | Present |
| Unemployed | Phoenix | AZ | 07/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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