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5090 N. 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-25 |
| AZ | RA | APPROVED | 2018-01-12 |
Branch Locations
5090 N. 40Th Street Suite 200, Phoenix, AZ 85018 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Phoenix | AZ | 08/2015 | 01/2018 |
| Private Advisor Group, Llc | Phoenix | AZ | 06/2017 | 01/2018 |
| Sharpepoint, Llc | Phoenix | AZ | 01/2018 | Present |
(1) 08/21/2015: Laraway LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start 2001 2% Time Spent (2) 08/21/2015: No Business Name - Business owner - Not Investment Related - At Reported Business Location(s) - Start 07/25/2015 - 4 Hr/Mo; 1% Time Spent - Grief recovery coaching (3) 08/21/2015: Real Love Coaching - Life Coach - Not Investment Related - At Reported Business Location(s) - Start 2012 - 1% Time Spent (4) 08/21/2015: No Business Name - Coach - Not Investment Related - At Reported Business Location(s) - Start 2013 - 4 Hr/Mo; 1% Time Spent - High performance driving coach. (5) 6/14/2017 - SharpePoint Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/01/17 - 15 Hours Per Month During Securities Trading. (6) 8/29/2017 - DBA: SharpePoint Private Client Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/17 - 40 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC., an independent investment advisor firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-20 |
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