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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-24 |
Branch Locations
7220 N 16Th Street, Ste. C, Phoenix, AZ 85020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orangetheory Fitness | Columbus | OH | 06/2018 | 11/2021 |
| Lincoln Financial Group | Columbus | OH | 11/2021 | 12/2023 |
| Unemployed | Chandler | AZ | 08/2025 | 12/2025 |
| Jp Morgan Chase | Columbus | OH | 01/2024 | 08/2025 |
| Shape Fitness | Columbus | OH | 07/2022 | 01/2024 |
| Lechase Construction Group | Rochester | NY | 06/2021 | 08/2021 |
| Fidelity Investments | Phoenix | AZ | 01/2026 | 06/2026 |
| Standard Hall | Columbus | OH | 05/2022 | 10/2022 |
| Village Bakery | Victor | NY | 11/2017 | 05/2018 |
| Yotaility | Victor | NY | 08/2017 | 10/2017 |
| Victor Senior High | Victor | NY | 11/2015 | 08/2017 |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 03/2026 | 06/2026 |
| Strategic Advisers Llc | Phoenix | AZ | 03/2026 | 06/2026 |
| Rosevest Financial | Phoenix | AZ | 06/2026 | Present |
| Cwm, Llc | Omaha | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
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