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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-28 |
Branch Locations
14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • United States
Phoenix, AZ • 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 |
|---|---|---|---|---|
| Unemployed | Phoenix | AZ | 02/2026 | 05/2026 |
| Equitable Advisors, Llc | New York | NY | 05/2026 | Present |
| California Lutheran/Utah Valley/ Pinnacle High School | Thousand Oaks | CA | 05/2013 | 12/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2023 | 12/2023 |
| Thrivent Financial | Appleton | WI | 01/2024 | 04/2024 |
| Unemployed | Irvine | CA | 05/2024 | 05/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2024 | 09/2024 |
| Ensign Advisory Partners Llc | Gilbert | AZ | 01/2025 | 02/2026 |
| Unemployed | El Segundo | CA | 10/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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