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Mesa, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-22 |
Branch Locations
Scottsdale, AZ • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2023 | Present |
| Global Care Medical Group Ipa | Ingelwood | CA | 07/2018 | Present |
| Life Time Fitness | Peoria | AZ | 05/2022 | 06/2025 |
| Hotel Valley Ho | Scottsdale | AZ | 12/2022 | 07/2023 |
| Wfg | Rolling Hills Estates | CA | 07/2018 | 10/2022 |
| Mississippi Valley State University | Itta Bena | MS | 08/2016 | 05/2018 |
| East Los Angeles College | Los Angeles | CA | 04/2015 | 08/2016 |
| Revolution Financial Management | Pasadena | CA | 07/2018 | 05/2023 |
| Edelman Financial Engines | Scottsdale | AZ | 07/2023 | 06/2025 |
| Eos | Scottsdale | AZ | 10/2025 | Present |
| Fern Financial Group, Llc | Mesa | AZ | 12/2025 | Present |
1) Global Care Medical Group IPA; INVESTMENT RELATED: No; ADDRESS: 11149 S Crenshaw Blvd, Inglewod, CA 90303; NATURE: Health Care; POSITION: Enrollment Coordinator; START DATE: 07/09/2018; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Assist with patient's questions regarding Medicare health plan benefits. 2) Life Time; INVESTMENT RELATED: No; ADDRESS: 24700 N 67th Ave, Peoria, AZ 85383; NATURE: Fitness gym.; POSITION: Membership Concierge level 2; START DATE: 05/09/2022; NUMBER OF HOURS/MONTH: 28 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Helping members with account questions and servicing potential new clients that would like to join Life Time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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