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Surprise, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-01 |
Branch Locations
Waddell, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2017 | Present |
| Toyota Of Surprise | Surprise | AZ | 04/2014 | 05/2017 |
| North Valley Insurance Company, Llc | Surprise | AZ | 06/2015 | 05/2017 |
| Green Peaks Planning Llc | Surprise | AZ | 04/2026 | Present |
Benevilla Surprise, AZ Start date: 1/1/2024 403(b) committee Hours per week: 0 Hours during trading: 0 The 403(b) committee reviews the 403(b) plan and makes recommendations to the finance committee The Benevilla finance committee reviews organization financial reports and relevant information to ensure the organization is meeting financial obligations appropriately
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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