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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-08 |
Branch Locations
8700 E Vista Bonita Drive Ste 240, Scottsdale, AZ 85255 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2021 | 01/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2021 | 12/2024 |
| Mountain Sky Junior High | Phoenix | AZ | 06/2018 | 05/2019 |
| Mayer Elementary School | Mayer | AZ | 10/2010 | 07/2018 |
| Heber Overgaard School District | Heber | AZ | 08/2017 | 05/2018 |
| Our Lady Of Joy Preschool | Carefree | AZ | 07/2019 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | 12/2024 |
| Valor Legacy Wealth | Scottsdale | AZ | 01/2025 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 01/2025 | Present |
1) Valor Legacy Wealth, 8700 E Vista Bonita DR. Suite 240 Scottsdale AZ 85255, 08/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 160 HR/MO 120 HR/MO TRADING 2) SUBSTITUTE TEACHER ESI, 12606 East Main Street, PO Box 1059, 09/29/2023, W2 Employee, Substitute Teacher1 to 2 Fridays a month for 6 hours. Teaching 4-5th graders remedial Math in an afterschool program, NIR, 6 HR/MO - 4 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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