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5111 N. Scottsdale Road Suite 211, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-04-07 |
| AZ | RA | APPROVED | 2017-03-23 |
| TX | RA | APPROVED | 2017-03-22 |
Branch Locations
5111 N. Scottsdale Road Suite 211, Scottsdale, AZ 85250 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| First Citadel, Inc. | Phoenix | AZ | 01/2016 | Present |
| Fresh Air Lp | Richmond | TX | 01/2012 | 01/2017 |
1. FRESH AIR LP, RICHMOND,TX; HVAC COMPANY, 2011, 20% OWNERSHIP, 1% TIME SPENT; NOT INVESTMENT RELATED. 2. Purple Enterprises, non-investment related, 6835 e camelback rd unit 7008 scottsdale az 85251,automotive company, Owner, May 2021, 1-2 hrs a month, 1-2 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
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