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4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-14 |
Branch Locations
4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sensible Money | Scottsdale | AZ | 01/2026 | Present |
| Grand Canyon University | Phoenix | AZ | 10/2025 | 04/2026 |
| Morgan Stanley | Gilbert | AZ | 06/2025 | 08/2025 |
| Slick City | Peoria | AZ | 06/2024 | 09/2024 |
| Grand Canyon University | Phoenix | AZ | 09/2023 | 05/2026 |
| Desert Harbor Elementary School | Peoria | AZ | 08/2009 | 08/2019 |
| Centennial High School | Peoria | AZ | 08/2019 | 05/2023 |
| City Of Peoria | Peoria | AZ | 08/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
| S66 | Uniform Combined State Law Examination | 2025-07-30 |
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