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708 Montgomery Street, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-18 |
Branch Locations
14300 N Northsight Boulevard Suite 122, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Investment Management, Llc | Scottsdale | AZ | 04/2026 | Present |
| Ura Group Az L.L.C. | Scottsdale | AZ | 07/2023 | Present |
| Marcus & Millichap | Phoenix | AZ | 05/2025 | 01/2026 |
| Sabbatical | San Diego | CA | 02/2023 | 07/2023 |
| Rsm Us Llp | San Diego | CA | 10/2020 | 01/2023 |
| Biomed Realty | San Diego | CA | 06/2019 | 09/2019 |
| Ura Group Az L.L.C. | Scottsdale | AZ | 05/2018 | 09/2018 |
| University Of San Diego - Knauss School Of Business | San Diego | CA | 09/2016 | 08/2020 |
Mr. Mallory is a Wealth Manager at URA Group AZ L.L.C., an investment related financial services company, located at 14300 N. Northsight Boulevard, Suite 122, Scottsdale, AZ 85260. He started working at this firm in July of 2023, and spend approximately 160 hours per month in this capacity offering clients a variety of financial products after determining suitability. A significant number of these hours are expected to be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
| S66 | Uniform Combined State Law Examination | 2023-08-25 |
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