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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-12-01 |
| AR | RA | APPROVED | 2024-04-04 |
| OK | RA | APPROVED | 2024-04-01 |
| LA | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-03-25 |
| AZ | RA | APPROVED | 2022-09-15 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Princeton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2017 | 08/2022 |
| Research Business Development Center | Rexburg | ID | 01/2017 | 04/2017 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2015 | 01/2017 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2015 | 04/2017 |
| Chiz's Fresh Foods | Saint Anthony | ID | 08/2016 | 09/2016 |
| Moonshot 11 | Paradise Valley | AZ | 10/2018 | 02/2019 |
| Hawkins Wood Shop | Los Angeles | CA | 07/2019 | 11/2019 |
| Self Employed | Phoenix | AZ | 05/2022 | Present |
| Missionsquare Investment Services | Washington | DC | 08/2022 | Present |
| Missionsquare Retirement | Washington | DC | 08/2022 | Present |
Name: YouTube Channel - Craftsman/Vlogger. Non-investment related. Address: 12446 E Saddlehorn Trail, Scottsdale AZ, 85259. Nature of business and duties: Post videos related to tool/furniture restoration. Position: Craftsman/Vlogger. Start Date: 05/01/2022. Number of hours devoted to other business: 8; during securities trading hours 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-25 |
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