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2990 E. Northern Avenue, Suite D106, Phoenix, AZ 85028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-30 |
Branch Locations
2990 E. Northern Avenue, Suite D106, Phoenix, AZ 85028 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 12/2016 | 07/2025 |
| Impress Labs | Phoenix | AZ | 06/2016 | 11/2016 |
| Your Signature Resume | Phoenix | AZ | 09/2015 | 05/2018 |
| Castelazo Content | Phoenix | AZ | 02/2017 | 05/2019 |
| Mandell Experiences | Portland | OR | 01/2018 | 05/2020 |
| Self-Employed | Phoenix | AZ | 10/2020 | 04/2023 |
| Self-Employed | Phoenix | AZ | 05/2022 | Present |
| Self-Employed | Phoenix | AZ | 07/2024 | 11/2024 |
| Tactical Tax Wealth Management | Phoenix | AZ | 01/2026 | Present |
(1) NAME OF BUSINESS: GOODPOINTS, LLC NON-INVESTMENT RELATED ADDRESS: 3102 E TURNEY DRIVE, PHOENIX, AZ 85016 NATURE OF BUSINESS: VOLUNTEER DEVELOPMENT POSITION: OWNER & CEO START DATE: 09/2015 APPROX. HOURS/MONTH: 10 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: BUSINESS AND PRODUCT DEVELOPMENT (2) NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: 3102 E TURNEY DRIVE, PHOENIX, AZ 85016 NATURE OF BUSINESS: DOG SITTING POSITION: CONTRACTOR START DATE: 05/2022 APPROX. HOURS/MONTH: 48 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DOG SITTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-06 |
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