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2615 N. Fourth St. #5, Flagstaff, AZ 86004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dwyer Financial, Llc | Flagstaff | AZ | 04/2024 | Present |
| Spots Carpet Care | Flagstaff | AZ | 05/2015 | 05/2024 |
| University Of Arizona | Tucson | AZ | 08/2016 | 12/2019 |
| Chick-Fil-A | Flagstaff | AZ | 06/2015 | 08/2017 |
| Cuvee 928 | Flagstaff | AZ | 06/2017 | 08/2017 |
| Translational Genomics Institute | Flagstaff | AZ | 07/2019 | 06/2021 |
| Flagstaff Medical Center | Flagstaff | AZ | 06/2021 | 12/2021 |
| Flagstaff Surgical Associates | Flagstaff | AZ | 07/2022 | 04/2023 |
| Solette Media | Flagstaff | AZ | 07/2023 | Present |
| Me Financial Pllc | Phoenix | AZ | 09/2024 | 12/2024 |
| Various Insurance Companies | Flagstaff | AZ | 07/2024 | Present |
(1) Dwyer Financial; investment related; Flagstaff, AZ; investment advisory; administrative assistant; from 04/2024; 140 hours per month--70 hours during market hours. (2) Solette Media; not investment related; Flagstaff, AZ; web design; owner/web designer; from 07/2023; 2 hours per month--none during market hours. (3) Various Insurance Companies; investment related; Phoenix AZ; from 07/2024; independent insurance agent; approximately 5 hrs per week- primarily during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-14 |
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