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Account
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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
| AZ | RA | APPROVED | 2022-03-11 |
Branch Locations
7231 E. Princess Blvd., Suite 201, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Majestic Marketplace | Flagstaff | AZ | 08/2016 | 04/2017 |
| Nau Athletic Department | Flagstaff | AZ | 08/2016 | 05/2017 |
| Nau Student | Flagstaff | AZ | 12/2013 | 06/2017 |
| M. S. Howells & Co. | Scottsdale | AL | 09/2017 | 10/2018 |
| Cyclebar | Scottsdale | AZ | 08/2018 | Present |
| Charles Schwab | Phoenix | AZ | 05/2021 | 12/2021 |
| Nike Golf Academy | Pebble Beach | CA | 05/2017 | 09/2017 |
| Nike Golf Academy | Pebble Beach | CA | 05/2018 | 05/2019 |
| Arizona State Athletic Department/Law School | Tempe | AZ | 08/2019 | 05/2021 |
| Cs Planning Corp. | Portland | OR | 01/2022 | Present |
| Redstone Capital Management, Inc. | Scottsdale | AZ | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-31 |
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