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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
1120 South Dobson Road Suite 205, Chandler, AZ 85226 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rh Advisors, Llc | Farmington | UT | 01/2022 | 08/2023 |
| Conservice | Logan | UT | 06/2020 | 01/2022 |
| Berkshire Hathaway Homeservices | Logan | UT | 10/2017 | 01/2022 |
| Student, Missionary | Logan | UT | 08/2016 | 06/2020 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 07/2024 | 05/2025 |
| Hinman Financial Planning | Erie | CO | 08/2023 | 07/2024 |
| Steward Partners Global Advisory, Llc | Chandler | AZ | 05/2025 | Present |
| Steward Partners Investment Solutions, Llc | Chandler | AZ | 05/2025 | Present |
| Steward Partners Investment Advisory, Llc | Chandler | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-11 |
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