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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-28 |
| AZ | RA | APPROVED | 2016-01-05 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
14139 W Indian School Rd, Goodyear, AZ 85395 • United States
11425 W Buckeye Rd, Avondale, AZ 85323 • United States
4115 N 108Th Ave Ste 101, Phoenix, AZ 85037 • United States
13470 W Van Buren St, Goodyear, AZ 85338 • United States
8601 N Scottsdale Rd Ste 150 [Sf-Rbo], Scottsdale, AZ 85253 • United States
540 S Watson Rd, Buckeye, AZ 85326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2004 | Present |
| Wells Fargo Advisors Llc | Goodyear | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Goodyear | AZ | 11/2016 | Present |
ARIZONA RESIDENTIAL TEAM, LLC, INVT RELATED, PHOENIX, AZ, 100% OWNERSHIP WITH SPOUSE, START 6/1/2020, 0 HRS PER MONTH, 0 HR DURING TRADING, NO DUTIES. LEAP DEVELOPMENT GROUP, LLC, NOT INVT RELATED, PHOENIX, AZ, 100% OWNERSHIP BY SPOUSE, START 6/1/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, DUTY IS ADDITIONAL CHECK SIGNER FOR SPOUSE'S BUSINESS. INCOME STREAM PARTNERS LLC; INV. RELATED; PHOENIX, AZ; CO-OWNER; REAL ESTATE RENTAL; START DATE 5/24/2023; 1 HR PER MONTH; 0 HRS PER MONTH; DUTIES: PAY BILL, COLLECT RENT. RENTAL PROPERTY; INV. RELATED; PHOENIX, AZ; 50% OWNERSHIP; START DATE 10/19/2023; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: BOOK RESERVATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-23 |
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