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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illinois Seed Foundation Inc. | Clarion | IA | 06/2019 | 08/2019 |
| Hagie Manufacturing | Clarion | IA | 05/2022 | 08/2022 |
| Philmont Scout Ranch | Cimarron | NM | 05/2023 | 08/2023 |
| Home Depot | Waterloo | IA | 02/2024 | 01/2025 |
| Archdiocese Of Dubuque | Dubuque | IA | 05/2024 | 08/2024 |
| St. Stephen The Witness Catholic Student Center | Cedar Falls | IA | 08/2024 | 04/2026 |
| Investment Center Inc. | Independence | IA | 04/2026 | Present |
| University Of Northern Iowa | Cedar Falls | IA | 08/2023 | 05/2026 |
| Clarion Goldfield Dows Community School District | Clarion | IA | 08/2010 | 05/2023 |
| Transamerica | Cedar Rapids | IA | 05/2025 | 08/2025 |
| United Planners Financial Services | Scottsdale | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
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