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650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-17 |
| UT | RA | APPROVED | 2021-09-17 |
Branch Locations
16100 N. 71St Street Suite 140, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Financial Group | Scottsdale | AZ | 09/1995 | 09/2021 |
| Crewe Advisors | Scottsdale | AZ | 09/2021 | Present |
Sonic Aerospace, Inc. Business in not investment related. It is an aerospace manufacturing company. 7419 W Boston St. Chandler AZ 85226 Vice President 2003 - start date This is a family business which does not require my time during trading hours and very little time otherwise. I do not have any operational business duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-03 |
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