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4150 N Drinkwater Blvd. Suite 200, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-28 |
Branch Locations
4150 N Drinkwater Blvd. Suite 200, Scottsdale, AZ 85251 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nerdwallet | San Francisco | CA | 10/2020 | Present |
| Fundera | New York | NY | 06/2014 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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