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Fountain Hills, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| AZ | RA | APPROVED | 2026-01-07 |
Branch Locations
Fountain Hills, AZ • United States
Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-12-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Read Financial Services Llc | Chandler | AZ | 12/2025 | Present |
| Nationstar Mortgage | Chandler | AZ | 04/2017 | 12/2024 |
| South University | Chandler | AZ | 02/2016 | 04/2017 |
| Comprehensive Physicians Retirement Investing | Chandler | AZ | 10/2014 | 12/2025 |
| Select 1 Transportation | Tempe | AZ | 09/2014 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-21 |
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