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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-29 |
Branch Locations
14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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 |
|---|---|---|---|---|
| Mountainside Fitness Acquisitions, Llc | Surprise | AZ | 03/2025 | 05/2025 |
| Valet Living | Tampa | FL | 12/2023 | 01/2024 |
| Ups | Englewood | CO | 11/2022 | 01/2023 |
| Crazy For Yogurt & Ice Cream Frozone, Llc | Folsom | CA | 02/2022 | 03/2022 |
| Colorado Golf Club | Parker | CO | 08/2021 | 11/2021 |
| Unemployed | Mesa | AZ | 05/2025 | 07/2025 |
| Unemployed | Folsom | CA | 01/2015 | 01/2021 |
| Ottawa University | Surprise | AZ | 01/2021 | 05/2025 |
| Equitable Advisors, Llc | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
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