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7272 East Indian School Road Suite 540, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| UT | RA | APPROVED | 2024-08-09 |
| IA | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2023-05-01 |
| AZ | RA | APPROVED | 2020-04-21 |
Branch Locations
7272 East Indian School Road Suite 540, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keats, Connelly And Associates, Llc | Phoenix | AZ | 01/2009 | 06/2018 |
| Sbc Investment Management, Llc | Scottsdale | AZ | 03/2020 | Present |
| Us Bank | Cedar Rapids | IA | 06/2018 | 03/2020 |
State Bird Corporation; investment related; consulting firm offering financial, tax and business solutions; owner ; 30% of time per month spent on business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-20 |
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