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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-10 |
| WY | RA | APPROVED | 2025-09-05 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
14362 N Frank Lloyd Wright Blvd #1000, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2023 | 09/2025 |
| Self Employed | Peoria | AZ | 08/2017 | 08/2019 |
| Self Employed | Mount Pleasent | SC | 02/2015 | 09/2023 |
| Valley Cathedral | Glendale | AZ | 11/2012 | 10/2016 |
| Kingswood Capital Partner | Peoria | AZ | 09/2025 | Present |
| Kingswood Wealth Advisors | Peoria | AZ | 09/2025 | Present |
Stacey Price Notary Type of Business: Notary Desc: Estate Attorney has trust to deliver, he delivers the trust and discusses assets and outside money- Sets an appointment to discuss. Start Date: 8/2025 Liberty Wealth Management,Is Not Investment Related,"14362 N Frank Lloyd Wright Blvd #1000, , Scottsdale, AZ, 85260, United States",DBA,Agent - IAR,9/1/2025,10 hours per month,10 hours per month during trading hours,Commission Compensation,Contact Lead Generator from website and set up meetings with prospects Hours Per Month: 8 HRS City- State Peoria, AZ 3) Kroger,Is Not Investment Related,"6611 W Bell Rd, , glendalle, AZ, 85308, United States",grocery,E commerce,3/18/2026,35 hours per month,0 hours per month during trading hours,Hourly Compensation,take on line orders and fill orders for customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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