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2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED | 2023-05-25 |
Branch Locations
2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cordant Wealth Partners | Portland | OR | 10/2015 | 10/2016 |
| Empirical Wealth Management | Portland | OR | 10/2016 | 04/2020 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 06/2020 | 02/2021 |
| Hightower Advisors Llc | Phoenix | AZ | 02/2021 | 05/2023 |
| Versant Capital Management, Inc. | Phoenix | AZ | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-06 |
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