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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED_RES | 2025-10-10 |
| AZ | RA | APPROVED | 2024-01-25 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student/Moving | Anthem | AZ | 07/2016 | 05/2017 |
| Kneaders | South Jordan | UT | 05/2017 | 09/2017 |
| Student | West Jordan | UT | 09/2017 | 12/2017 |
| Cvs Pharmacy | West Jordan | UT | 12/2017 | 04/2021 |
| Max Nutrition | West Jordan | UT | 03/2021 | 09/2021 |
| T-Mobile | Salt Lake City | UT | 09/2021 | 06/2022 |
| Kai Jacobs, Sole Proprietor | Scottsdale | AZ | 08/2022 | Present |
| Csp Financial Group Llc | Scottsdale | AZ | 01/2024 | Present |
Kai Jacobs, Sole Proprietor; Investment Related; Scottsdale, AZ; Insurance Agent; Fixed Insurance Sales; Started 08/2022; Approximately 50% of his time spent in this practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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