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9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-03-13 |
Branch Locations
202 6Th Street Suite 301C, Castle Rock, CO 80104 • United States
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sowell Management Services | North Little Rock | AR | 12/2015 | 02/2018 |
| Clarus Wealth Advisors Llc | Peoria | AZ | 02/2018 | Present |
Start Date: 4/10/2018 - Granite Capital Advisors, LLC. Managing investment accounts for clients, meeting with clients to discuss investment options and plans. General IAR responsibilities. 1 - 2 hours a month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
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