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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-17 |
| WA | RA | APPROVED | 2022-02-14 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
8355 E Hartford Dr. Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trek Financial | Scottsdale | AZ | 02/2022 | Present |
| Agent Legend | Seatle | WA | 01/2019 | 04/2020 |
| Unemployed | Seatle | WA | 05/2020 | 01/2022 |
| Zillow Group | Seatle | WA | 09/2014 | 12/2018 |
| Dripcatch | Seatle | WA | 06/2010 | 12/2018 |
INSURANCE LICENSED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-07 |
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