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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
| AZ | RA | APPROVED | 2022-02-23 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
16767 N Perimeter Dr, Ste 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 04/2015 | 09/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 12/2021 |
| Stoker Ostler Wealth Advisors | Scottsdale | AZ | 09/2018 | 12/2021 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 01/2022 | Present |
Rental Income: ADDRESS: Pinetop, AZ; Not-Investment related; NATURE OF BUSINESS: Part-time short-term rental; POSITION/TITLE: Owner; START DATE: 01/02/2026; HRS/MO DURING SECURITIES TRADING HOURS: 0 hrs./Mo.; HRS/MO OUTSIDE SECURITIES TRADING HOURS: 4 hrs./Mo.; DUTIES: Manage Airbnb activity for renters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-11 |
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