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2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-18 |
Branch Locations
2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors | Bellevue | WA | 05/2018 | 07/2018 |
| Professional Tax And Financial Services | Valencia | CA | 01/2019 | 04/2019 |
| Unemployed | Bellevue | WA | 05/2019 | 08/2019 |
| Pathstone | Bellevue | WA | 08/2019 | 06/2024 |
| The Master's University | Santa Clarita | CA | 08/2015 | 12/2018 |
| Redeem Financial Group, Llc | Gilbert | AZ | 04/2025 | Present |
| Unemployed | Gilbert | AZ | 06/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-02 |
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