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7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-08 |
Branch Locations
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategy Financial Group | Phoenix | AZ | 11/2023 | Present |
| Muscular Dystrophy Association, Inc. | Chicago | IL | 09/2022 | 07/2023 |
| Habitat For Humanity International, Inc. | Americus | GA | 04/2013 | 08/2022 |
| Unemployed | Phoenix | AZ | 09/2023 | 11/2023 |
Arizona Licensed Realtor with license housed at HomeSmart, Inc. Non investment-related. Residential real estate company. Independent agent. Duties include providing referrals for real estate purchases or sales. Started November 2023. Less than one hour per month, which is during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-03 |
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