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25 Arizona Place 5Th Floor, Chandler, AZ 85225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2025-04-14 |
Branch Locations
25 Arizona Place 5Th Floor, Chandler, AZ 85225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dutch Bros | Tempe | AZ | 05/2021 | 07/2021 |
| Sunstone Financial | Tempe | AZ | 08/2022 | 06/2024 |
| Calisi Financial | Phoenix | AZ | 05/2022 | 08/2022 |
| Full Time Education | Tempe | AZ | 08/2021 | 07/2022 |
| Full Time Education | Tempe | AZ | 08/2013 | 04/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | 12/2024 |
| Next Financial Group, Inc. | Chandler | AZ | 01/2025 | 05/2025 |
| Sunstone Financial | Chandler | AZ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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