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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-29 |
| CO | RA | APPROVED | 2025-06-23 |
Branch Locations
Scottsdale, AZ • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 12/2019 |
| Robert W. Baird & Co., Inc. | Phoenix | AZ | 12/2019 | 06/2025 |
| Excelsior Advisor Network Llc | Denver | CO | 06/2025 | 05/2026 |
| The Leaders Group Inc | Summit | NJ | 08/2025 | Present |
| Xcelsior Advisor Partners Llc | Denver | CO | 05/2026 | Present |
| Wells Fargo Advisors Llc | Houston | TX | 05/2009 | 11/2016 |
1.) XCELSIOR ADVISOR PARTNERS LLC - 5/14/2026 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254, National Director of Operations, Handle operational issues and compliance, Invt Rel, Financial Services, 174 hrs/mo; 137 hrs/mo (during trading hours). 2.) THE LEADERS GROUP; INVESTMENT RELATED: SUMMIT NEW JERSEY: REGISTERED REPRESENTATIVE: BROKERAGE BUSINESS WITH CLIENTS, MAINLY VARIABLE ANNUITIES: DUTIES: PROVIDE INVESTMENT ADVICE AND PURCHASING ANNUITIES FOR INDIVIDUAL INVESTORS: START DATE 08/2025: 10 Hours / MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-06 |
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