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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-26 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Phoenix, AZ • United States
8901 E Pima Center Parkway Suite 205, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| In-N-Out Burger | Scottsdale | AZ | 04/2018 | 05/2021 |
| Elite Home Enhancements | Payson | AZ | 08/2021 | 06/2024 |
| Mountain High Home Improvements | Payson | AZ | 05/2021 | 08/2021 |
| Full Time Education | Scottsdale | AZ | 06/2014 | 05/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | 12/2025 |
| Kestra Investment Services, Llc | Tempe | AZ | 01/2026 | Present |
| Kestra Advisory Services, Llc | Tempe | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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