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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED | 2025-02-18 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russ Financial Coaching | Pink Hill | NC | 09/2020 | 06/2022 |
| Smithfield Foods - Hog Production Division | Warsaw | NC | 01/2018 | 09/2020 |
| Coastal Connect Health Information Exchange | Wilmington | NC | 06/2017 | 07/2017 |
| Barton College | Wilson | NC | 08/2014 | 12/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 06/2022 | 06/2022 |
| Financial Serenity, Llc | Burleson | TX | 07/2022 | 01/2025 |
| New Directions Financial Group | Jacksonville | NC | 01/2020 | 08/2022 |
| Dew Wealth Management | Scottsdale | AZ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-27 |
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