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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-17 |
Branch Locations
Scottsdale, AZ • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Valley Advisory, Llc | Scottsdale | AZ | 01/2026 | 08/2026 |
| Guaranteed Rate | Scottsdale | AZ | 08/2024 | 08/2026 |
| Us Bank, N.A. | Scottsdale | AZ | 03/2011 | 08/2024 |
| Tricap Financial Llc | Scottsdale | AZ | 01/2026 | Present |
| Barrett Financial Llc | Scottsdale | AZ | 08/2026 | Present |
| Encompass More Asset Management Llc | Danville | CA | 08/2026 | Present |
1) Barrett Financial LLC; not investment-related; Scottsdale, AZ; Independent Contractor/Mortgage loan officer; August 2026; 60 hours a month spent on this business during securities trading hours. 2) Tricap Financial LLC; not investment-related; Scottsdale, AZ; Independent Contractor; Start-01/2026; Title: President; 10 hours per month; 0 hours during securities trading hours. 3) Insurance, Investment-related, Scottsdale, AZ. Insurance Agent, Start date: 01/2026; 80 hours per month; 40 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
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