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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2023 | 03/2024 |
| State At Home Parent | Phoenix | AZ | 05/2023 | 10/2023 |
| Adventure Aba, Llc | Phoenix | AZ | 11/2017 | 07/2023 |
| Red House Behavior Therapy | Phoenix | AZ | 06/2017 | 03/2019 |
| Aces | Avondale | AZ | 04/2017 | 12/2017 |
| Scottsale Pediatric Behavior Services | Scottsdale | AZ | 03/2016 | 03/2017 |
| Equitable Advisors, Llc | New York | NY | 02/2024 | 03/2024 |
| Finest Edge Financial Llc | Phoenix | AZ | 03/2024 | Present |
| Finest Edge Financial Llc | Phoenix | AZ | 10/2023 | Present |
| Anthem Strategist | Scottsdale | AZ | 09/2025 | Present |
Finest Edge Financial LLC; Investment Related; Phoenix, AZ; Fixed Insurance Sales; Insurance Agent; Start date: 01/2024; Less than 5% of time spent. Anthem Strategist; Not Inv Rel; Scottsdale, AZ; Tax preparation/consulting; Tax and Business Strategist; Start date: 09/01/2025; Approx 90% if time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
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