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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
18700 N Hayden Rd Suite 190, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2024 | 10/2024 |
| Nike, Inc. | Tempe | AZ | 05/2023 | 05/2024 |
| Phoenix Suns | Phoenix | AZ | 05/2023 | 05/2024 |
| Sportsdataio | Scottsdale | AZ | 12/2022 | 04/2023 |
| Press Coffee | Scottsdale | AZ | 04/2022 | 12/2022 |
| Shelters To Shutters | Phoenix | AZ | 04/2021 | 05/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 12/2020 |
| Clear Cut Concrete | Phoenix | AZ | 05/2017 | 07/2017 |
| Lou Malnati's | Phoenix | AZ | 01/2017 | 05/2017 |
| University Of Arizona | Tucson | AZ | 08/2015 | 12/2016 |
| Dutch Bros. Coffee | Phoenix | AZ | 06/2020 | 01/2022 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
| Unemployed | Tempe | AZ | 10/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
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