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118 S Kyrene Road Suite 4, Chandler, AZ 85226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-25 |
Branch Locations
118 S Kyrene Road Suite 4, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc | Chandler | AZ | 11/2017 | 02/2018 |
| Northern Trust | Tempe | AZ | 06/2016 | 11/2017 |
| Edward Jones | St.LOuis | MO | 05/2018 | 04/2019 |
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 11/2019 | 06/2020 |
| Peyton Resource Group | Phoenix | AZ | 11/2019 | 10/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 11/2019 | 10/2020 |
| Unemployed | Chandler | AZ | 02/2018 | 05/2018 |
| State Farm | Chandler | AZ | 04/2019 | 05/2019 |
| Unemployed | Chandler | AZ | 06/2019 | 10/2019 |
| Colorado Insurance | Chandler | AZ | 07/2019 | 11/2019 |
| Kingswood Capital Partners, Llc | San Diego | CA | 01/2021 | Present |
| Stonecrest Wealth Management, Inc | Chandler | AZ | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
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