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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-14 |
Branch Locations
Scottsdale, AZ • United States
14624 Scottsdale Rd Suite 195, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc: Dba: Simplicity Investments | Summit | NJ | 05/2026 | Present |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 04/2026 | Present |
| Robert W Baird & Co | Scottsdale | AZ | 12/2017 | 04/2026 |
| Dc Capital And Investments Llc | Scottsdale | AZ | 08/2017 | 10/2017 |
| Az Investment Property Experts | Phoenix | AZ | 11/2015 | 08/2017 |
| Duffy Mathias Private Wealth | Scottsdale | AZ | 04/2026 | Present |
1.) DUFFY MATHIAS PRIVATE WEALTH - 4/23/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Admin, Admin/Client Relations, Invt Rel, Financial services, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) XCELSIOR ADVISOR PARTNERS LLC - 4/23/2026 - 14624 N Scottsdale Rd Suite, STE 195, Scottsdale, AZ 85254 - Admin/IAR, Admin and client communication, Invt Rel, 8 hrs/mo; 8 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
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