Best Investors Account Sign in
Inactive

Charles Pick Dickens

Strategy Financial Group

Phoenix, AZ

Claim This Profile
Current Employers
Strategy Financial Group

7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-13
  • AZ RA
    APPROVED
    Since 2026-08-13

Branch Locations

7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 02/2019 06/2019
Arizona State University Tempe AZ 01/2017 12/2018
Corepower Yoga Scottsdale AZ 07/2018 04/2020
Sunglass Hut Scottsdale AZ 04/2017 09/2018
Los Angeles Rams Los Angeles CA 06/2016 01/2017
Arizona State University Tempe AZ 08/2017 05/2018
The Vanguard Group, Inc. Scottsdale AZ 07/2019 03/2021
Champions Yoga Llc Phoenix AZ 06/2020 11/2023
Morgan Stanley Tempe AZ 03/2021 03/2024
Strategy Financial Group Phoenix AZ 01/2026 Present
Cardone Ventures Scottsdale AZ 03/2024 11/2025
  • 02/2019 → 06/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2017 → 12/2018
    Arizona State University
    Tempe, AZ
  • 07/2018 → 04/2020
    Corepower Yoga
    Scottsdale, AZ
  • 04/2017 → 09/2018
    Sunglass Hut
    Scottsdale, AZ
  • 06/2016 → 01/2017
    Los Angeles Rams
    Los Angeles, CA
  • 08/2017 → 05/2018
    Arizona State University
    Tempe, AZ
  • 07/2019 → 03/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2020 → 11/2023
    Champions Yoga Llc
    Phoenix, AZ
  • 03/2021 → 03/2024
    Morgan Stanley
    Tempe, AZ
  • 01/2026 → Present
    Strategy Financial Group
    Phoenix, AZ
  • 03/2024 → 11/2025
    Cardone Ventures
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-25
S63 Uniform Securities Agent State Law Examination 2019-05-06
  • S65 Uniform Investment Adviser Law Examination
    2026-07-25
  • S63 Uniform Securities Agent State Law Examination
    2019-05-06
Other Names
  • Charles Pick Dickens
  • Charles Pick Dickens
  • Charles Dickens
  • Charles Pick Dickens Iv

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor