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Tucson, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenberg Financial Group | Tucson | AZ | 03/2016 | 09/2017 |
| Guidesource Capital Management, Llc | Tucson | AZ | 11/2017 | Present |
Director Strategic Development/Board Member; CorporateCARE Solution, Inc.; Investment Related: No; Location: 4625 E Ft Lowell Rd Suite 100, Tucson AZ, 85712; Description of the business: Backup child & adult care benefits for employers.; Responsibilities Duties: Corporate governance and strategic advice.; Start date with business: 2021-01-01; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-23 |
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