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Williamsburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-30 |
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
Williamsburg, VA • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bull Harbor Capital | Bethesda | MD | 04/2024 | 04/2026 |
| Pacific Advisors | Phoenix | AZ | 08/2022 | 12/2023 |
| Unemployed | Tempe | AZ | 12/2023 | 04/2024 |
| Westpac Wealth Partners | Scottsdale | AZ | 07/2021 | 08/2022 |
| True Shot Ammo | Tempe | AZ | 06/2021 | 09/2021 |
| Crystal Springs Golf Course | Burlingame | CA | 07/2016 | 07/2018 |
| Arizona State University | Tempe | AZ | 08/2018 | 05/2022 |
| Saint Francis High School | Mountain View | CA | 05/2014 | 05/2018 |
| Beacon Freedom Advisory, Llc | Williamsburg | VA | 07/2026 | Present |
| Winters Wealth Collective, Llc | Scottsdale | AZ | 04/2025 | Present |
Winters Wealth Collective, LLC; Not investment related; 34599 N 99th Way, Scottsdale, AZ; Insurance; Insurance Agent; 04/2025; appx 40 hrs/month, mostly during security hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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