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9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2016 | 06/2023 |
| Self Employed | Scottsdale | AZ | 10/2016 | 12/2019 |
| Luminvest Wealth Management Llc | Scottsdale | AZ | 06/2023 | Present |
1)NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Scottsdale, AZ POSITION: LANDLORD/OWNER START DATE: 09/2018 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
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