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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| CA | RA | APPROVED | 2026-07-17 |
Branch Locations
1825 E Buckeye Rd, Phoenix, AZ 85034 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2026 | 06/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 01/2026 | 06/2026 |
| Pomeroy Elementary School | Chandler | AZ | 08/2010 | 05/2017 |
| James Madison Preparatory School | Tempe | AZ | 08/2017 | 06/2023 |
| Baum School Of Real Estate | Mesa | AZ | 06/2023 | 08/2023 |
| Self-Employed | Mesa | AZ | 09/2023 | 05/2024 |
| Self-Employed | Mesa | AZ | 05/2024 | 06/2026 |
| Golfland Sunsplash | Mesa | AZ | 07/2021 | 09/2021 |
| Self-Employed | Mesa | AZ | 01/2025 | Present |
| Self-Employed | Mesa | AZ | 12/2022 | Present |
| Picture Perfect Holiday Lighting Company | Surprise | AZ | 10/2023 | 01/2024 |
| Picture Perfect Holiday Lighting Company | Surprise | AZ | 10/2024 | 01/2025 |
| Picture Perfect Holiday Lighting Company | Surprise | AZ | 10/2025 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2026 | Present |
| Bank Of America, N.A. | Phoenix | AZ | 07/2026 | Present |
NAME OF BUSINESS: SELF-EMPLOYEDNON-INVESTMENT-RELATEDADDRESS: MESA, AZNATURE OF BUSINESS: DELIVERY DRIVERPOSITION: CONTRACTED WITH DOORDASHSTART DATE: 12/2022APPROXIMATE HOURS/MONTH: 10HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: DELIVERY NAME OF BUSINESS: SELF-EMPLOYEDNON-INVESTMENT-RELATEDADDRESS: MESA, AZNATURE OF BUSINESS: VIDEO PRODUCTIONPOSITION: CONTRACTED WITH SUN VALLEY COMMUNITY CHURCHSTART DATE: 01/2025APPROXIMATE HOURS/MONTH: 12HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: VIDEO PRODUCTION I*4799270, Entity Type: Entity Charitable, Name of OBA: Sun Valley Community Church, Address: Gilbert, Arizona, 85296, Investment Related: N, Position, Title, Association: ["Consultant/Independent Contractor"], Employee Start Date: 01/18/2025, No Hours: 15 Monthly, No Hours during Trading: 0 Monthly, Duties: Help run church service videos and recordings I provide video production services (videos, cameras etc.) to this church as a contractor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-23 |
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