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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2016 | 01/2018 |
| Safari Club International | Tucson | AZ | 08/2011 | 12/2016 |
| Usaa Unvestment Management Companyy | Phoenix | AZ | 03/2018 | 05/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 03/2018 | 05/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 03/2018 | 05/2020 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 05/2020 | 12/2020 |
| Fidelity Investments | Phoenix | AZ | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
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