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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Acre Wealth Management | Scottsdale | AZ | 06/2025 | Present |
| Iowa State University | Ames | IA | 08/2024 | 05/2025 |
| Charles Schwab And Co. | Phoenix | AZ | 06/2024 | 08/2024 |
| Iowa State University | Ames | IA | 08/2021 | 05/2025 |
| Mariner Wealth Advisors | Austin | TX | 05/2023 | 08/2023 |
| Cusb Bank | Cresco | IA | 05/2022 | 08/2022 |
| Cresco Country Club | Cresco | IA | 04/2021 | 08/2021 |
| Crestwood High School | Cresco | IA | 08/2017 | 05/2021 |
| Kwik Trip Inc. | Cresco | IA | 08/2019 | 07/2020 |
| Crestwood Junior High | Cresco | IA | 08/2014 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
| S66 | Uniform Combined State Law Examination | 2025-05-12 |
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