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333 West Chestnut Street, Hinsdale, IL 60521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-09 |
| AZ | RA | APPROVED | 2025-11-13 |
| IL | RA | APPROVED | 2025-10-03 |
Branch Locations
2801 E Camelback Road Suite 200, Pheonix, AZ 85016 • United States
333 West Chestnut Street, Hinsdale, IL 60521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Clayton | MO | 07/2016 | 02/2017 |
| Wells Fargo | St. Louis | MO | 02/2017 | 07/2019 |
| Morgan Stanley | Scottsdale | AZ | 04/2020 | 11/2022 |
| Unemployed | Yorba Linda | CA | 07/2019 | 04/2020 |
| Crescent Capital, Llc | Scottsdale | AZ | 12/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | 11/2022 |
| Vistamark Investments Llc | Hinsdale | IL | 09/2025 | Present |
| Grand Canyon University | Pheonix | AZ | 01/2024 | Present |
| Vistamark Consulting Llc | Hinsdale | IL | 09/2025 | Present |
1) Grand Canyon University | No | Phoenix AZ | Professor of Finance | 01/2024 - Present | 20hrs month 2) Northwestern University Kellogg Alumni Association of Phoenix AZ | No | Treasurer | fundraising initiatives, manages the chapter's financial operations, and fosters community engagement among local alumni in the Phoenix AZ area. | 4hrs a month 3) Vistamark Consulting LLC | No | Consulting | Consultant | 09/2025 | 4hrs a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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