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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-29 |
| AZ | RA | APPROVED | 2024-01-19 |
Branch Locations
6263 N. Scottsdale Rd Suite 385, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State Univeristy | Tempe | AZ | 08/2012 | 05/2017 |
| The Henne Financial Group | Scottsdale | AZ | 06/2017 | Present |
| Woodbury Financial Services Inc | Scottsdale | AZ | 10/2019 | 01/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2024 | Present |
1. LIQD INVESTMENTS POSITION: VP Client Success/Ops NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2020 ADDRESS: 6263 N. Scottsdale Rd., 385, Scottsdale AZ 85250, United States DESCRIPTION: Operational 2. MKG ADVISORS, LLC POSITION: VP Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 12 START DATE: 06/07/2017 ADDRESS: 6263 N. Scottsdale Rd., 385, Scottsdale AZ 85250, United States DESCRIPTION: This is the tax structured business being LIQD Investments. This is the entity who pays my salary. 3. PV WEALTH MANAGEMENT POSITION: Transitions Team NATURE: Working on the transitions team for a practice purchase INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2025 ADDRESS: 6263 N. Scottsdale Rd., 385, Scottsdale AZ 85250, United States DESCRIPTION: Assit with the practive transition
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-07 |
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