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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rnr Gastropub | Scottsdale | AZ | 02/2022 | 05/2022 |
| Politcal Campaign | Chandler | AZ | 08/2021 | 11/2021 |
| Diego Pops | Scottsdale | AZ | 04/2021 | 01/2022 |
| Olive Garden | Gilbert | AZ | 07/2015 | 09/2021 |
| Barrett Financial Group | Gilbert | AZ | 11/2020 | 05/2021 |
| Sandbar Mexican Grill | Gilbert | AZ | 02/2019 | 10/2020 |
| Dierks Bentley Whiskey Row | Gilbert | AZ | 04/2017 | 07/2018 |
| Thirsty Lion Gastropub | Tempe | AZ | 08/2016 | 11/2016 |
| Fidelity Investments | American Fork | UT | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
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