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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-20 |
Branch Locations
5151 E. Broadway Blvd. Suite 790, Tucson, AZ 85711 • 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 |
|---|---|---|---|---|
| Agero, Inc. | Medford | MA | 05/2023 | 08/2025 |
| Adecco Usa | Tucson | AZ | 08/2022 | 05/2023 |
| Doordash | San Francisco | CA | 09/2017 | 09/2022 |
| Fry's Food Stores | Tucson | AZ | 07/2016 | 08/2017 |
| Pima Community College | Tucson | AZ | 08/2013 | 09/2017 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-23 |
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