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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2026-05-29 |
| AZ | RA | APPROVED | 2025-12-08 |
Branch Locations
9500 Offenhauser Dr, Flagstaff, AZ 86004 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Eugene, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryleigh Wealth Management | Prescott | AZ | 05/2025 | 10/2025 |
| Culinary Dropout | Chandler | AZ | 01/2025 | 03/2025 |
| Snooze Eatery | Scottsdale | AZ | 10/2024 | 03/2025 |
| Wealthnest Planners | Chandler | AZ | 01/2024 | 10/2024 |
| El Gato Azul | Prescott | AZ | 09/2023 | 12/2023 |
| Bistro St Michael | Prescott | AZ | 06/2023 | 09/2023 |
| Butterfly Burger | Sedona | AZ | 01/2023 | 06/2023 |
| Bistro St Michael | Prescott | AZ | 10/2022 | 01/2023 |
| Butterfly Burger | Sedona | AZ | 08/2021 | 10/2022 |
| Starbucks | Sedona | AZ | 05/2021 | 07/2021 |
| Starbucks | Scottsdale | AZ | 01/2021 | 05/2021 |
| Starbucks | Sedona | AZ | 10/2020 | 01/2021 |
| Alpha Squared Capital | Scottsdale | AZ | 01/2021 | 05/2021 |
| Starbucks | Prescott | AZ | 05/2020 | 10/2020 |
| Bonnfire | Chino Valley | AZ | 06/2016 | 03/2020 |
| High School Student | Chino Valley | AZ | 08/2014 | 05/2018 |
| Yavapai College | Prescott | AZ | 08/2018 | 05/2020 |
| Arizona State University | Tempe | AZ | 08/2020 | 12/2023 |
| Kestra Investment Services, Llc | Flaggstaff | AZ | 10/2025 | Present |
| Kestra Advisory Services, Llc | Flaggstaff | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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