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5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-26 |
| OH | RA | APPROVED | 2023-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matson Money | Scottsdale | AZ | 12/2019 | Present |
| Carlisle Fluid Technologies | Scottsdale | AZ | 12/2016 | 12/2019 |
| W.L. Gore & Associates | Phoenix | AZ | 08/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
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