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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
| AZ | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Revel Wealth Partners Llc | Phoenix | AZ | 06/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2014 | 10/2024 |
| Ironwood Wealth Management, Llc | Chandler | AZ | 10/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-26 |
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