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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 | 2024-02-05 |
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 |
|---|---|---|---|---|
| High School | Scottsdale | AZ | 08/2016 | 05/2019 |
| Chick-Fil-A Franchise | Scottsdale | AZ | 04/2018 | 08/2019 |
| Arizona Christian University | Glendale | AZ | 08/2019 | 05/2022 |
| Arizona Christian University | Glendale | AZ | 08/2021 | 05/2022 |
| Target Corporation | Scottsdale | AZ | 05/2020 | 08/2021 |
| Sage Financial Advisors Inc. | Scottsdale | AZ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
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