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1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-18 |
| WA | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Udall Cpa Group | Gilbert | AZ | 06/2025 | Present |
| West Ridge Advisors | Gilbert | AZ | 06/2025 | Present |
| Gdm Private Financial Solutions | Bellevue | WA | 06/2023 | 06/2025 |
| Pws | Seattle | WA | 10/2022 | 06/2023 |
| Cp Build, Llc | Salt Lake City | UT | 05/2020 | 05/2022 |
| Byu Accounting Lab | Provo | UT | 09/2019 | 04/2022 |
| Salzl Painting | Spanish Fork | UT | 08/2018 | 09/2019 |
| Lds Church | Seoul | 07/2016 | 08/2018 | |
| Unemployed | Bothell | WA | 06/2022 | 09/2022 |
1. Universal CPA Review; non-investment related; New York, NY; CPA Prep Course; CPA Instructor and Tutor; Started 01/2023; spends approximately 15-20 hours per month; no time spent during trading hours; teach CPA prep classes and tutor students in a one on one setting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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