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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-20 |
Branch Locations
2800 S Price Rd, Chandler, AZ 85286 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-22 |
Branch Locations
2800 S Price Rd, Chandler, AZ 85286 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
Gilbert, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2018 | 04/2023 |
| Godaddy.cOm | Scottsdale | AZ | 05/2017 | 01/2018 |
| Ziprecruiter | Tempe | AZ | 02/2017 | 04/2017 |
| Godaddy.cOm | Scottsdale | AZ | 08/2009 | 02/2017 |
| Bank Of America N.A. | Chandler | AZ | 02/2020 | 04/2023 |
| Wells Fargo Clearing Services | Scottsdale | AZ | 05/2023 | Present |
| Wells Fargo Advisors Financial Network | Chandler | AZ | 04/2026 | Present |
ISLANDS POOLCARE, LLC, NOT INVT RELATED, GILBERT, AZ, 100% OWNERSHIP, START DATE 3/20/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-18 |
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