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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-07-24 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Calibration | Tempe | AZ | 06/2020 | 08/2020 |
| City Of Buckeye | Buckeye | AZ | 05/2016 | 09/2022 |
| Grand Canyon University | Phoenix | AZ | 10/2019 | 04/2023 |
| Fidelity Brokerage Services, Llc | Chandler | AZ | 06/2023 | Present |
| Grand Canyon University | Phoenix | AZ | 01/2018 | 04/2023 |
| Buckeye Union High School | Buckeye | AZ | 06/2013 | 05/2018 |
| Strategic Advisers, Llc | Chandler | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-23 |
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