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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illinois Central College | East Peoria | IL | 08/2016 | 05/2018 |
| University Of Tampa | Tampa | FL | 08/2018 | 05/2020 |
| Ez Mortgage | East Peoria | IL | 05/2020 | 05/2022 |
| River City Insurance Agency Inc | Peoria | IL | 08/2022 | Present |
| Woodbury Financial Services Inc | East Peoria | IL | 03/2023 | 01/2024 |
| Osaic Wealth, Inc. | East Peoria | IL | 01/2024 | Present |
1. I also own rental properties that require little to no time each month and never during trading hours. 2. RIVER CITY INSURANCE INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2021 ADDRESS: 820 SW Adams St Suite C, Peoria IL 61602, United States DESCRIPTION: Managing the book of business 3. N/A POSITION: Owner NATURE: I have rental properties. Currently no structure but will likely set up an LLC sometime next year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 5328 N Plaza Dr, Peoria IL 61614, United States DESCRIPTION: Collect rent checks. When properties are vacant I hire our contractors to complete the work to get the property rented out. 4. EZ MORTGAGE POSITION: Loan Originator NATURE: I will be a W2 employee and it will be replacing the Cornerstone position INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 12/16/2024 ADDRESS: 2400 N Main St Ste E, East Peoria IL 61611, United States DESCRIPTION: Help clients with the funding on a home purchase. 5. N/A POSITION: Owner NATURE: I have rental properties. Currently no structure but will likely set up an LLC sometime next year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 4205 West Carrousel Lane, Peoria IL 61615, United States DESCRIPTION: Collect rent checks. When properties are vacant I hire our contractors to complete the work to get the property rented out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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