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16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
| AZ | RA | APPROVED | 2018-06-14 |
Branch Locations
16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States
Yulee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harmony Asset Management | Scottsdale | AZ | 01/2018 | Present |
| Thunderbird School Of Global Management | Glendale | AZ | 07/2016 | 12/2017 |
| Unemployed | Phoenix | AZ | 12/2017 | 01/2018 |
| Intel Corporation | Chandler | AZ | 04/2018 | 10/2024 |
| Intel Corporation | Chandler | AZ | 05/2017 | 08/2017 |
Yulee Health LLC 86036 Red Holly Pl Yulee FL 32097 Manager Medical Device Sales Not Investment Related Since 08/01/2024 Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-19 |
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