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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
| HI | RA | APPROVED | 2025-10-13 |
| NM | RA | APPROVED | 2025-07-09 |
| AR | RA | APPROVED | 2024-10-21 |
| CA | RA | APPROVED | 2024-09-24 |
| AZ | RA | APPROVED | 2024-09-06 |
Branch Locations
1 S. Church Avenue Suite #2130, Tucson, AZ 85701 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solar City | Tucson | AZ | 08/2016 | 01/2017 |
| Confer Health Inc. | Boston | MA | 01/2017 | 03/2017 |
| Apd | Tucson | AZ | 07/2018 | 03/2023 |
| Vermont Law & Graduate School | South Royalton | VT | 08/2023 | Present |
| Stratton Group- Keller Williams Southern Arizona | Tucson | AZ | 09/2023 | Present |
| Elevate Wealth Management, Llc. | Tucson | AZ | 12/2023 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 05/2024 | Present |
| Unemployed | Tucson | AZ | 03/2023 | 09/2023 |
| Unemployed | Tucson | AZ | 03/2017 | 07/2018 |
1) ELEVATE WEALTH MANAGEMENT, LLC. 1 SOUTH CHURCH AVE. SUITE 2130, TUCSON, AZ 85701. FOR BRANDING PURPOSES ONLY (2) KELLER WILLIAMS SOUTHERN ARIZONA. REAL ESTATE AGENT, 1730 E RIVER RD #200, TUCSON, AZ 85718, 40 HOURS A MONTH. 2) NATIONWIDE REFERRAL NETWORK, LLC POSITION: Real Estate Agent NATURE: My Real Estate License is in referral status, which means I can only refer out real estate transactions to other agents, that is all I do at NATIONWIDE REFERRAL NETWORK, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2024 ADDRESS: 1730 E RIVER RD #200, TUCSON AZ 85718, United States DESCRIPTION: I no longer work for KELLER WILLIAMS SOUTHERN ARIZONA, below is my new brokerage. 3) ELEVATE TAX SERVICES LLC POSITION: Referrer NATURE: Tax Preparation and bookkeeping for individuals and business owners. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/03/2025 ADDRESS: 1 South Church Ave., Suite #2130, Tucson AZ 85701, United States DESCRIPTION: Referring clients with Tax needs. 4) ELEVATE ESTATE PLANNING LLC POSITION: Referrer NATURE: Legal document preparation, mostly LLCs and Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2025 ADDRESS: 1 South Church Ave., Suite #2130, Tucson AZ 85701, United States DESCRIPTION: Referring clients with Trust and Will needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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