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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-23 |
| NM | RA | APPROVED | 2022-05-11 |
| AZ | RA | APPROVED | 2022-05-10 |
| CA | RA | APPROVED | 2022-04-20 |
| UT | RA | APPROVED | 2022-04-20 |
Branch Locations
7033 E Greenway Pkwy Suite 290, Scottsdale, AZ 85254 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proudly We Wave | Mesa | AZ | 05/2015 | Present |
| Mercer Global Advisors Inc | Scottsdale | AZ | 04/2022 | Present |
| Brightside Benefit | Chandler | AZ | 04/2021 | 04/2022 |
| Vanguard | Scottsdale | AZ | 10/2015 | 10/2020 |
Proudly We Wave Not investment related Mesa, AZ Provides a holiday flag service I am the founder which began in May of 2015 Few hours per month outside of securities trading hours I run the entire business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-19 |
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