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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-13 |
Branch Locations
2700 North Central Avenue, 12Th Floor, Phoenix, AZ 85004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 06/2016 | 01/2017 |
| Unemployed | Temple Terrace | FL | 02/2017 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 04/2017 | 02/2019 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 03/2020 | 04/2020 |
| Usaa Investment Management Company | Phoenix | AZ | 03/2020 | 04/2020 |
| Strategic Staffing Solutions | Phoenix | AZ | 03/2020 | 04/2020 |
| Unemployed | Albuquerque | NM | 03/2019 | 04/2019 |
| Veritude | Albuquerque | NM | 05/2019 | 07/2019 |
| Unemployed | Albuqerque | NM | 08/2019 | 02/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2020 | 08/2020 |
| Unemployed | Phoenix | AZ | 05/2020 | 06/2020 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 08/2020 | 12/2020 |
| Unemployed | Phoenix | AZ | 01/2021 | 03/2021 |
| Fidelity Investments | Phoenix | AZ | 04/2021 | 01/2022 |
| Triad Advisors Llc | Norcorss | GA | 02/2022 | 07/2023 |
| Cambridge Investment Research, Inc | Phoenix | AZ | 11/2024 | Present |
| Cambridge Investment Research, Inc | Pheonix | AZ | 11/2024 | Present |
| Unemployed | Phoenix | AZ | 08/2023 | 02/2024 |
| Charles Schwab | Phoenix | AZ | 03/2024 | 05/2024 |
| Unemployed | Phoenix | AZ | 06/2024 | 09/2024 |
| Cambridge Investment Research Advisors, Inc | Phoenix | AZ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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