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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2022 | 10/2024 |
| Fieldworks | Glendale | AZ | 06/2022 | 07/2022 |
| Case Action Fund | Phoenix | AZ | 04/2022 | 05/2022 |
| Ups | Goodyear | AZ | 10/2020 | 03/2022 |
| Farmers Insurance | Goodyear | AZ | 04/2021 | 05/2021 |
| D-S Hardwood Corp | Peoria | AZ | 06/2020 | 07/2020 |
| Safeway | Surprise | AZ | 02/2020 | 06/2020 |
| Harvest Church | Glendale | AZ | 03/2012 | 01/2020 |
| Self-Employed | Surprise | AZ | 04/2013 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 10/2024 | Present |
| Bank Of America, N.A. | Chandler | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-04 |
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