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7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-24 |
Branch Locations
3133 West Frye Road Suite 101, Chandler, AZ 85226 • United States
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Scottsdale | AZ | 06/2015 | 03/2017 |
| The Vanguard Group, Inc | Scottsdale | AZ | 03/2017 | 08/2025 |
| Strategy Financial Group | Chandler | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
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