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39 Broadway Suite 1730, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-08 |
Branch Locations
Oro Valley, AZ • United States
Chester Springs, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-11 |
Branch Locations
Chester Springs, PA • United States
Oro Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Arizona University | Flagstaff | AZ | 08/2008 | 05/2017 |
| Four Peaks Wealth Management, Llc | Flagstaff | AZ | 10/2012 | 03/2018 |
| Georgia Biofuels | Flagstaff | AZ | 09/2011 | 12/2017 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 01/2018 | 06/2022 |
| Eller College Of Management, University Of Arizona | Tucson | AZ | 06/2017 | Present |
| Four Peaks Wealth Sedona, Llc | Sedona | AZ | 02/2017 | 11/2017 |
| Cornerstone Portfolio Research | Chester Springs | PA | 07/2022 | Present |
| Francis Financial, Inc,. | New York | NY | 01/2026 | Present |
(1)University of Arizona - NON INVESTMENT RELATED; Tucson, ARIZONA; EDUCATION; Senior Lecturer of Finance; 06/2017 TO PRESENT; 160 HOURS PER MONTH, 9 MONTHS PER YEAR DURING TRADING HOURS; TEACH FINANCE TO COLLEGE STUDENTS. (2) Cornerstone Portfolio Research, INVESTMENT RELATED, Chester Springs, PA; outsourced CIO and onboarding coordinator, 07/2022 to Present; approximately 40 hours per month during trading hours, provide investmend strategy and advice to portfolio management team and assist with new client onboarding.
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