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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| AZ | RA | APPROVED | 2026-03-27 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asu | Tempe | AZ | 08/2020 | 04/2021 |
| Unemployed | Scottsdale | AZ | 08/2025 | 09/2025 |
| Nautilus Insurance Group | Scottsdale | AZ | 06/2024 | 08/2025 |
| Cleat Street | Tempe | AZ | 08/2023 | 06/2024 |
| Chick-Fil-A | Paradise Valley | AZ | 02/2018 | 08/2020 |
| Integrity Valet | Phoenix | AZ | 04/2021 | 09/2021 |
| Unemployed | Phoenix | AZ | 07/2002 | 02/2018 |
| Dupr | Tempe | AZ | 08/2022 | 03/2023 |
| Fidelity Investments | Chandler | AZ | 09/2025 | Present |
| Crosscountry Mortgage | Costa Mesa | CA | 05/2023 | 08/2023 |
| Pinnacle Peak Private Client Group | Scottsdale | AZ | 04/2021 | 08/2021 |
| Upmerch | Scottsdale | AZ | 06/2022 | 02/2023 |
| Unemployed | Phoenix | AZ | 03/2023 | 05/2023 |
| Asu | Tempe | AZ | 09/2021 | 06/2022 |
| Fidelity Brokerage Services Llc | Chandler | AZ | 03/2026 | Present |
| Strategic Advisors Llc | Chandler | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-12 |
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