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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-31 |
Branch Locations
4011 East Sunrise Drive, Tucson, AZ 85718 • United States
6929 E Greenway Pkwy Suite 150, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Scottsdale | AZ | 11/2005 | 04/2023 |
| Mar Companies | Scottsdale | AZ | 05/2023 | 08/2023 |
| Assuredpartners | Scottsdale | AZ | 05/2024 | 08/2024 |
| Tci Wealth Advisors, Inc. | Tucson | AZ | 02/2025 | 05/2025 |
| Gantry | Scottsdale | AZ | 05/2025 | 08/2025 |
| Student | Scottsdale | AZ | 05/2025 | 07/2026 |
| Tci Wealth Advisors, Inc. | Scottsdale | AZ | 06/2026 | Present |
| Student | Scottsdale | AZ | 08/2024 | 02/2025 |
| Student | Scottsdale | AZ | 08/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
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