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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-29 |
| AZ | RA | APPROVED | 2023-01-25 |
Branch Locations
5134 N Centralavenue Suite 101, Phoenix, AZ 85012 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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 | 05/2019 |
| Northern Arizona University | Flagstaff | AZ | 08/2013 | 05/2017 |
| Northern Arizona University Housing And Residence Life | Flagstaff | AZ | 08/2015 | 05/2017 |
| Kforce Inc | Culver City | CA | 05/2019 | 06/2020 |
| Unemployed | Los Angeles | CA | 06/2020 | 10/2020 |
| Dynamic Wealth Advisors Dba Lifemanaged | Phoenix | AZ | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-07 |
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