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17851 N 85Th St Suite 270, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-19 |
Branch Locations
17851 N 85Th St Suite 270, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planned Sabbatical | Kansas City | MO | 07/2021 | 09/2022 |
| Principal Financial Group | Phoenix | AZ | 01/2014 | 06/2021 |
| Dna Wealth Partners, Llc | Scottsdale | AZ | 09/2022 | 11/2023 |
| Encompass More Asset Management, Llc | Danville | CA | 09/2022 | 05/2023 |
| Sun Valley Wealth Management, Llc | Scottsdale | AZ | 11/2023 | 12/2024 |
| Sun Valley Advisory, Llc | Scottsdale | AZ | 05/2024 | Present |
| Aflac Group Insurance | Scottsdale | AZ | 01/2025 | Present |
Aflac Group Insurance; not investment-related; Scottsdale, Arizona; Group insurance; Senior Group Representative; Start: 01/2025; Approximately 150 to 158 hours a month; 150 to 158; Employee providing brokers with solutions to support the employers and their employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-20 |
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