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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
Branch Locations
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peoria | AZ | 06/2017 | 10/2019 |
| Bank Of America, N.A. | Peoria | AZ | 02/2019 | 10/2019 |
| Silverhawk Asset Management, Llc | Scottsdale | AZ | 11/2019 | 03/2024 |
| Cwm, Llc | Omaha | NE | 05/2023 | 11/2024 |
| Silverhawk Private Wealth | Scottsdale | AZ | 05/2023 | 11/2024 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 11/2024 | Present |
| Arizona State University | Tempe | AZ | 09/2016 | 05/2017 |
Board of Directors; Wishmakers Council; Council Member; 2901 N 78th St, , Scottsdale, AZ, 85251; Not Investment-Related; 08/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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