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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
| AZ | RA | APPROVED | 2025-09-23 |
Branch Locations
14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frys Food | Phoenix | AZ | 08/2020 | 09/2025 |
| Arizona State University | Tempe | AZ | 08/2021 | 05/2025 |
| South Mountain High School | Phoenix | AZ | 08/2017 | 08/2021 |
| Clovis C. Campbell | Phoenix | AZ | 08/2012 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
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