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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Starbucks Coffee Co | Euless | TX | 05/2012 | 09/2018 |
| University Of North Texas | Denton | TX | 01/2010 | 12/2016 |
| New York Life Insurance Company | Dallas | TX | 06/2018 | 04/2019 |
| J.P. Morgan Securities, Llc | Dallas | TX | 08/2022 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 08/2022 | 10/2025 |
| Allstate Insurance Company | Irving | TX | 04/2019 | 11/2021 |
| Unemployed | Dallas | TX | 12/2021 | 07/2022 |
| Dew Wealth Management | Scottsdale | AZ | 10/2025 | Present |
Name of Other Business: N/A / Investment related: Yes / Address: Dallas, TX / Position: Insurance Agent / Duties: Sale of insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-04 |
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