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Burglengenfeld • Germany
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | San Francisco | CA | 05/2015 | 06/2018 |
| Appen | Bothell | WA | 08/2016 | 11/2016 |
| Arizona La Crosse Club | Phoenix | AZ | 01/2017 | 05/2019 |
| Vallet Waste | Tampa | FL | 01/2017 | 02/2018 |
| Pinnacle Boys Lacrosse Club | Phoenix | AZ | 01/2019 | 05/2019 |
| Facet Wealth | Baltimore | MD | 07/2019 | 05/2022 |
| Facet Wealth | Baltimore | MD | 07/2019 | 05/2022 |
| Vanguard | Scottsdale | AZ | 05/2010 | 07/2019 |
| Origin Financial | Boston | MA | 07/2022 | 01/2023 |
| Ascend Learning | Elizbethton | TN | 09/2022 | 06/2023 |
| Zeiders Enterprises | Heinsberg | 01/2023 | 08/2023 | |
| Magellan Federal | Heinsberg | 08/2023 | 03/2025 | |
| Make The Memory Financial Planning | Burglengenfeld | 06/2024 | Present |
(1) NAME OF BUSINESS: PRIMARY ACQUISITIONS LLC NOT INVESTMENT RELATED ADDRESS: TEMPE, AZ 85282. NATURE OF BUSINESS: LLC SET UP TO REPORT COSTS/GAINS FOR RENTAL PROPERTY POSITION: CO-OWNER. START DATE: APPROX. HOURS/MONTH: VARY HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE RENTAL PROPERTIES Ascend Learning, LLC NOT Investment Related 11161 Overbrook Rd, Leawood, KS 66211 Tutoring Tutor Started in 2025 Approximately 5 hours. week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-17 |
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