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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-22 |
Branch Locations
8355 East Hartford Drive Suite 102, Scottsdale, AZ 85255 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2022 | 11/2022 |
| United States Marine Corps | Oceanside | CA | 11/2017 | 05/2019 |
| Bottled Blonde | Scottsdale | AZ | 05/2019 | 03/2020 |
| Micamp Solutions | Scottsdale | AZ | 03/2020 | 05/2021 |
| Hifi | Scottsdale | AZ | 03/2021 | 04/2022 |
| Geisha Go-Go | Scottsdale | AZ | 05/2015 | 11/2017 |
| Equitable Advisors, Llc | Scottsdale | AZ | 04/2022 | 05/2022 |
| Eversource Wealth Advisors, Llc | Scottsdale | AZ | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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