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Tamarac, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Financial Group | Wormleysburg | PA | 08/2025 | 12/2025 |
| Infosys - Vanguard Institutional Account | Scottsdale | AZ | 11/2021 | 06/2025 |
| Interactive Research Communications, Llc | Palm Beach Gardens | FL | 03/2021 | 11/2021 |
| Aerotek | Tempe | AZ | 07/2020 | 03/2021 |
| Scottsdale Capital Partners, Llc | Scottsdale | AZ | 06/2017 | 07/2020 |
| Lyft, Inc. | Scottsdale | AZ | 02/2016 | 06/2017 |
| Avia Wealth Advisors | Scottsdale | AZ | 08/2025 | 12/2025 |
| Veridos Capital, Llc | Tamarac | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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