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8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| AZ | RA | APPROVED | 2024-01-11 |
Branch Locations
8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beggar's Pizza | Bourbonnais | IL | 08/2018 | 04/2019 |
| Olivet Nazarene University | Bourbonnais | IL | 01/2016 | 08/2017 |
| Roadhouse Cinemas | Phoenix | AZ | 08/2017 | 08/2019 |
| Arizona State University | Phoenix | AZ | 05/2019 | 08/2019 |
| Olivet Nazarene University | Bourbonnais | IL | 01/2016 | 05/2020 |
| Grubhub | Phoenix | AZ | 04/2021 | 08/2021 |
| Instacart | Phoenix | AZ | 04/2021 | 08/2021 |
| Sc Audit & Accounting Solutions Llc | Scottsdale | AZ | 04/2020 | 12/2020 |
| Ward, Neal Cpa, P.C. | Scottsdale | AZ | 01/2021 | 04/2021 |
| Charles R. Rives Cpa P.C. | Scottsdale | AZ | 08/2021 | 11/2021 |
| Star Bookkeeping Services | Scottsdale | AZ | 11/2021 | 01/2022 |
| Sage Financial Advisors Inc. | Scottsdale | AZ | 02/2022 | Present |
| Instacart | Phoenix | AZ | 01/2022 | 12/2022 |
| Grubhub | Phoenix | AZ | 01/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
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