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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-18 |
Branch Locations
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Peoria | AZ | 11/2013 | 10/2017 |
| Wealthplan Advisors | Scottsdale | AZ | 10/2017 | 08/2018 |
| Lockton Investment Advisors Llc | Scottsdale | AZ | 08/2018 | 10/2020 |
| Lockton Financial Advisors, Llc | Scottsdale | AZ | 08/2018 | 10/2020 |
| Lockton Companies Llc | Scottsdale | AZ | 08/2018 | 10/2020 |
| M. S. Howells & Co | Scottsdale | AZ | 05/2021 | 06/2022 |
| Henry+Horne Wealth Management | Scottsdale | AZ | 10/2020 | 06/2022 |
| Interocean Capital Group, Llc | Scottsdale | AZ | 06/2022 | 04/2023 |
| M.S. Howells & Co. | Scottsdale | AZ | 04/2023 | Present |
| Msh Capital Advisors | Scottsdale | AZ | 04/2023 | Present |
1. MSH Capital Advisors LLC, Investment-related: Yes, Address: 23350 N. Pima Rd Scottsdale, AZ 85255; Nature: RIA; Position: EVP-Retirement plans; Title: EVP; Start date4.5.23; 160 hrs per month; 150 hrs per month during trading hours; Duties: advisor/consultant for qualified retirement plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-08 |
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