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Gilbert, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-19 |
| AZ | RA | APPROVED | 2020-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Group, Inc. | Scottsdale | AZ | 02/2017 | 06/2019 |
| Bayntree Wealth Advisors | Scottsdale | AZ | 04/2016 | 11/2016 |
| Brightside | Chandler | AZ | 10/2019 | 09/2020 |
| Unemployed | Scottsdale | AZ | 11/2016 | 02/2017 |
| Unemployed | Scottsdale | AZ | 06/2019 | 10/2019 |
| Kyw Financial, Llc D.b.a. Know Your Worth Financial | Tempe | AZ | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-26 |
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