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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| FL | RA | APPROVED | 2025-10-27 |
Branch Locations
1708 Cape Coral Parkway West Ste 12, Cape Coral, FL 33914-6985 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2009 | 04/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | 10/2025 |
| Four Pillars Investment Management | Cape Coral | FL | 04/2023 | Present |
| Osaic | Cape Coral | FL | 10/2025 | Present |
1. Fixed insurance sales; as of 04/27/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. FOUR PILLARS INVESTMENT MANAGEMENT POSITION: Agent of Record NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/26/2013 ADDRESS: 1708 Cape Coral Parkway West, Suite 12, Cape Coral FL 33914, United States DESCRIPTION: Monitor asset for client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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