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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-01 |
Branch Locations
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • 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 |
|---|---|---|---|---|
| Acrylic Financial, Inc. | Tempe | AZ | 06/2025 | Present |
| Prosperity Bridges | Tempe | AZ | 02/2024 | Present |
| Khalsa Consulting | Santa Fe | NM | 03/2011 | 07/2024 |
Midwoofery LLC; non investment-related; 1205 S. Wilson St, Tempe, AZ 85281; education for responsible dog breeders; Owner; 01/2018; 6 hr./mo.; non-business hours; general oversight. | Cosmopolitan Companion Dogs LLC, non investment-related; 1205 S. Wilson St, Tempe, AZ 85281; dog breeder; Owner; 01/2014; 4 hr./mo.; non-business hours; general oversight. | LabLight AR/AI; non investment-related; 6947 Coal Creek Parkway SE PMB 389 Newcastle WA 98059; Fractional Operations Consultant; 01/2026; 50 hr./mo.; non-business hours; process mapping, internal structure and execution support. | BNI, Tempe Masters of Business Chapter; non investment-related; 7500 N. Dreamy Draw Drive, Suite 202, Phoenix, AZ 85020; For-profit business networking organization; Chapter President; Start date 10/1/2026; 16 hour/mo.; non-business hours; Leads weekly chapter meetings and provides general leadership and direction to the chapter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
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