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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-11 |
Branch Locations
6263 N. Scottsdale Rd Suite 385, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 11/2022 | 12/2025 |
| Lhm Financial | Scottsdale | AZ | 10/2019 | 10/2022 |
| Camp Lenox | Otis | MA | 06/2019 | 08/2019 |
| Kyrene School District | Tempe | AZ | 10/2018 | 05/2019 |
| Camp Lenox | Otis | MA | 06/2018 | 08/2018 |
| Uber | Tempe | AZ | 05/2017 | 05/2018 |
| Quicken Loans | Scottsdale | AZ | 11/2015 | 11/2016 |
| Camp Lenox | Otis | MA | 06/2015 | 09/2016 |
| Camp Lenox | Otis | MA | 06/2017 | 08/2017 |
| Unemployed | Tempe | AZ | 11/2016 | 05/2017 |
| Osaic Wealth Inc | Scottsdale | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
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