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6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-27 |
Branch Locations
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States
Glendale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2016 | 07/2017 |
| Ranstad/ The Vanguard Group | Scottsdale | AZ | 06/2016 | 10/2016 |
| Unemployed | Scottsdale | AZ | 07/2017 | 10/2017 |
| Aerotek | Phoenix | AZ | 10/2017 | 02/2018 |
| Assetmark Financial, Inc | Phoenix | AZ | 02/2018 | 05/2022 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 02/2018 | 05/2022 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 05/2022 | 10/2024 |
| Columbia Advisory Partners Llc | Chandler | AZ | 10/2024 | Present |
| Columbia Private Markets, Llc | Chandler | AZ | 06/2026 | Present |
HEIRLOOM PROPERTY SOLUTIONS, LLC - CHANDLER, AZ, NON-INVESTMENT RELATED - EMPLOYMENT START DATE OF 08/2019 - 80 HRS/MNTHLY, FOUNDER/OWNER/MANAGER - REAL ESTATE INVESTING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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