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11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | Scottsdale | AZ | 08/2022 | 08/2024 |
| Full Time Student | Manhattan | KS | 08/2014 | 05/2022 |
| Powercat Financial | Manhattan | KS | 08/2019 | 05/2022 |
| Target | Scottsdale | AZ | 11/2024 | 01/2025 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 12/2024 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 12/2024 | 02/2026 |
| Desert Financial Wealth Management | Phoenix | AZ | 12/2024 | 02/2026 |
| Desert Financial Credit Union | Phoenix | AZ | 12/2024 | 02/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2022 | 08/2024 |
| Bridge Financial Strategies, Llc | Scottsdale | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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