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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
| AZ | RA | APPROVED | 2023-08-24 |
Branch Locations
2730 East Camelback Road Suite 250, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial Corp | Phoenix | AZ | 01/2023 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 01/2023 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 01/2023 | 08/2023 |
| Dana Wharf | Dana Point | CA | 05/2015 | 05/2020 |
| Hireright Llc | Irvine | CA | 06/2021 | 08/2021 |
| Epic Valet | Phoenix | AZ | 02/2021 | 09/2021 |
| Remax Coastal Homes | San Clemente | CA | 07/2021 | Present |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| San Clemente High School | San Clemente | CA | 08/2015 | 08/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: January 2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: January 2023 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. Remax Coastal Homes, San Clemente, CA, Realtor, Investment related, Salesperson, 08/2021-ongoing, 0 hr/month business, 0 hr/month trading*** Epic Valet, Not investment related, Phoenix, AZ, Service Industry, Employee, 02/2021-until registered, 40 hr/month business, 0 hr/month trading**** 4. NAME OF OTHER BUSINESS: EXECUTOR FOR THE ESTATE OF FAMILY FRIENDS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ESTATE EXECUTOR; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: EXECUTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE AND FINALIZE THE ESTATE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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