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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
| CA | RA | APPROVED | 2026-06-29 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldbook Financial/Mml Investors Services, Llc | Scottsdale | AZ | 10/2023 | 05/2024 |
| Goldbook Financial/Massmutual Life Insurance Company | Scottsdale | AZ | 07/2023 | 05/2024 |
| Northern Arizona University | Flagstaff | AZ | 01/2020 | 05/2023 |
| Liberty High School | Peoria | AZ | 08/2016 | 12/2019 |
| Kimley-Horn | Phoenix | AZ | 05/2022 | 08/2022 |
| Hurricane Harbor-Phoenix | Phoenix | AZ | 06/2019 | 09/2021 |
| Doordash | San Francisco | CA | 01/2022 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2024 | 03/2026 |
| Self-Employed | Phoenix | AZ | 01/2024 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 05/2024 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Chandler | AZ | 05/2026 | Present |
| Bank Of America, N.A. | Chandler | AZ | 07/2026 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (City/State): PHOENIX, AZ NATURE OF BUSINESS: CLEANING SERVICES POSITION: CONTRACTED CLEANER WITH VACAY CLEANING SERVICES LLC START DATE: 01/2024 APPROX. HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CLEANING PROPERTIES NAME OF BUSINESS: DOORDASH NON-INVESTMENT RELATED ADDRESS (City/State): San Francisco, California NATURE OF BUSINESS: DELIVERY SERVICES POSITION: CONTRACTED DRIVER START DATE: 01/2022 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FOOD DELIVERY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS (City/State): PHOENIX, AZ POSITION: N/A START DATE: 06/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY I*4680373, Entity Type Entity For Profit, Entity Publicly Traded, Name of OBA: DoorDash Address: San Francisco California 94107 Investment Related: No Position, Title, Association: Employee Employee Start Date: 06/20/2026 No Hours: 5 monthly No Hours during trading: 0 Duties: Deliver food for customers, Food Delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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