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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-14 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
3050 Agua Fria Fwy Ste. 210, Phoenix, AZ 85083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2024 | 08/2025 |
| Nfinity Athletic | Phoenix | AZ | 07/2023 | 01/2024 |
| Reformed Pilates | Scottsdale | AZ | 05/2024 | Present |
| Self Employed | Phoenix | AZ | 01/2023 | 12/2024 |
| Educational Services, Llc (Esi) | Scottsdale | AZ | 01/2023 | 01/2024 |
| Set Jet | Scottsdale | AZ | 08/2022 | 01/2023 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Pinnacle High School | Phoenix | AZ | 08/2014 | 05/2018 |
| Bacio Italiano | Tucson | AZ | 05/2022 | 07/2022 |
| Osteria Mia | Phoenix | AZ | 07/2022 | 08/2022 |
| Jw Marriott | Phoenix | AZ | 03/2016 | 08/2019 |
| University Of Arizona Office Of Admissions | Tucson | AZ | 08/2021 | 05/2022 |
| Basis Educational Group, Llc | Peoria | AZ | 07/2022 | 07/2022 |
| Capital Insight Partners | Scottsdale | AZ | 08/2025 | 04/2026 |
| Brookstone Capital Management | Wheaton | IL | 05/2026 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: REFORMED PILATES NON-INVESTMENT RELATED ADDRESS (CITY/STATE): SCOTTSDALE, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: TEACHER START DATE: 05/2024 APPROX. HOURS/MONTH: 32 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PILATES CLASS INSTRUCTOR NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (CITY/STATE): PHOENIX, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: CONTRACTED WITH ARIZONA MODEL MANAGEMENT START DATE: 01/2023 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CLOTHING MODELING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-01 |
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