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455 E Pikes Peak Ave Suite 305, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-08-20 |
| CO | RA | APPROVED | 2026-08-19 |
| IA | RA | APPROVED | 2026-08-19 |
| AZ | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
16427 N Scottsdale Road Suite 230, Scottsdale, AZ 85254 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-20 |
Branch Locations
16427 N. Scottsdale Road Suite 230, Scottsdale, AZ 85254 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jmh Farm Consulting Llc | Chandler | AZ | 10/2018 | 06/2024 |
| Emerson Equity Llc | San Mateo | CA | 07/2022 | 06/2024 |
| Mountainside Fitness | Gilbert | AZ | 01/2019 | 10/2019 |
| Tommy Bahamma | Scottsdale | AZ | 10/2018 | 10/2019 |
| Arizona State University | Tempe | AZ | 01/2017 | 08/2021 |
| Access Capital Group | Scottsdale | AZ | 07/2022 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 06/2024 | 05/2025 |
| Inspired Healthcare Capital | Scottsdale | AZ | 07/2022 | 06/2024 |
| Bank Of America, N.A. | Scottsdale | AZ | 07/2024 | 05/2025 |
| Morgan Stanley | Gilbert | AZ | 07/2025 | 12/2025 |
| Emerson Equity Llc | San Mateo | CA | 07/2026 | Present |
| Access Capital Group | Scottsdale | AZ | 06/2026 | Present |
| Jmh Farm Consulting Llc | Chandler | AZ | 10/2019 | Present |
| Unemployed | Chandler | AZ | 06/2016 | 12/2016 |
| Atlas Lifestyle Planning Group Llc | Scottsdale | AZ | 08/2026 | Present |
1) ACCESS CAPITAL GROUP-INVESTMENT RELATED, 16427 N. SCOTTSDALE ROAD,#230, SCOTTSDALE, AZ 85254, DISTRIBUTION ARM FOR SPONSORS, CLIENT SERVICES, ASSIST WITH INVESTOR/ADVISOR INQUIRIES, 160 HOURS PER MONTH, 5 1/3 HRS DAILY DURING SECURITIES TRADING HOURS, 06/2026 2) JMH FARM CONSULTING LLC-NOT INVESTMENT RELATED, 5354 S. MINGUS PLACE, CHANDLER, AZ 85249, CONSULT GROWERS OF VARIOUS CROPS THROUGHOUT THE GROWING SEASON TO OPTIMIZE RESULTS, CONSULTANT, MONITOR CHANGES IN CROPS, RECOMMEND ACTIONS/DETERMINE WATER AND CUTTING CYCLES, 96 HRS PER MONTH, 3 HRS DAILY DURING SECURITIES TRADING HOURS, 10/2019 3) ATLAS LIFESTYLE PLANNING GROUP LLC-INVESTMENT RELATED, 16427 N. SCOTTSDALE ROAD, SUITE 230, SCOTTSDALE, AZ 85254, STATE REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, SERVE AS INVESTMENT ADVISOR REGISTRATION AS REQUIRED BY THE FIRM'S REGISTRATION. I WILL NOT BE PROVIDING INVESTMENT ADVICE OR OTHERWISE ENGAGED IN SECURITIES RELATED ACTIVITIES, 20 HRS MONTHLY, 1 HOUR DURING SECURITIES TRADING HOURS, 08/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-03 |
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