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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-02 |
Branch Locations
5134 N Central Ave, Phoenix, AZ 85012 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Chandler | AZ | 08/2011 | 11/2022 |
| Bank Of America, N.A. | Chandler | AZ | 10/2011 | 11/2022 |
| Morgan Stanley | Gilbert | AZ | 12/2022 | 09/2024 |
| Dynamic Wealth Advisors Dsa Life Managed | Phoenix | AZ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-12 |
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