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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
| AZ | RA | APPROVED | 2024-04-08 |
| PA | RA | APPROVED | 2022-11-08 |
Branch Locations
1201 S Alma School Road Suite 9750, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 11/2022 |
| Applikon Biotechnology, Inc. | Foster City | CA | 08/2007 | 11/2017 |
| Royal Alliance Associates, Inc. | Chandler | AZ | 11/2022 | Present |
1. KEYSTONE WEALTH SERVICES LLC POSITION: Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/07/2022 ADDRESS: 2222 N. Dobson Rd, Ste 1101, Mesa AZ 85202 DESCRIPTION: Insurance sales and service for various carriers 2. EAST VALLEY CHILDREN'S THEATER POSITION: Board of Directors Member NATURE: East Valley Children's Theater is a non-profit community organization that provides theater related programming and organizes theatrical productions for participating children ages 7-18. The organization is a registered 501(c)3. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 4501 E Main St, Mesa AZ 85205, United States DESCRIPTION: My role is to provide leadership and direction to the organization in the areas of governance, fiscal planning and organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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