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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 11/2005 | 08/2017 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 11/2005 | 08/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2017 | 12/2019 |
| Unemployed | Phoenix | AZ | 01/2020 | 01/2021 |
| Dew Wealth Management | Phoenix | AZ | 02/2021 | 08/2021 |
| Q3 Advisors, Llc | Conroe | TX | 09/2021 | 03/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2023 | 01/2024 |
| Illumination Wealth Management | Phoenix | AZ | 02/2024 | 06/2025 |
| Q3 Advisors Llc | Boulder | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-03 |
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