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7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-18 |
Branch Locations
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller Farms | Collinsville | IL | 05/2017 | 07/2017 |
| Collinsville High School | Collinsville | IL | 08/2015 | 05/2019 |
| Visionary Wealth Advisors | Brentwood | MO | 05/2019 | 07/2019 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 12/2019 |
| Gateway Convention Center | Collinsville | IL | 01/2020 | 03/2020 |
| Southwestern Illinois College | Belleville | IL | 03/2020 | 03/2021 |
| Ups Store | Collinsville | IL | 03/2021 | 05/2022 |
| Lerch Properties | Maryville | IL | 06/2022 | 06/2023 |
| Robert Chick Fritz | Belleville | IL | 06/2023 | 12/2023 |
| Southern Illinois University Edwardsville | Edwardsville | IL | 08/2022 | 05/2024 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2024 | 05/2025 |
| Global Strategic Investment Solutions, Llc | Scottsdale | AZ | 06/2025 | Present |
| Global Strategic Investment Solutions, Llc | Scottsdale | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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