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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
3111 Camino Del Rio N Suite 405, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Csu Chico | Chico | CA | 08/2011 | 12/2016 |
| Crepeville Inc. | Chico | CA | 01/2016 | 09/2017 |
| Unemployed | Chico | CA | 06/2017 | 09/2017 |
| Securities America, Inc. | San Diego | CA | 09/2017 | 10/2020 |
| Securities America Advisors | San Diego | CA | 08/2019 | 12/2019 |
| Verus Capital Partners, Llc. | San Diego | CA | 01/2020 | Present |
| Lpl Financial Llc | San Diego | CA | 10/2020 | Present |
1. LPL Financial LLC • Investment Related • 3111 Camino Del Rio N, Suite 405 San Diego, CA 92108 • Financial Advisory • Registered Representative and Financial Advisor • 3/31/2021 • 160 Hours Monthly • 100 Hours Monthly • Provide Financial Advisory Services to Clients 2. Verus Capital Partners, LLC • Investment Related • 3111 Camino Del Rio N, Suite 405 San Diego, CA 92108 • Financial Advisory • Investment Advisory Representative • 1/3/2020 • 160 Hours Monthly • 100 Hours Monthly • Provide Financial Advisory Services to Clients 3. LPL Financial • Investment Related • 3111 Camino Del Rio N, Suite 405 San Diego, CA 92108 • Insurance Sales • Insurance Agent • 07/01/2025 • 4 Hours Monthly • 4 Hours Monthly • Provide insurance products to address client needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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