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2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2004-06-17 |
Branch Locations
2394 E. Camelback Road Suite 100, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keats, Connelly & Associates, Inc. | Phoenix | AZ | 10/1990 | Present |
| Versant Capital Management, Inc. | Phoenix | AZ | 03/2004 | Present |
| Cross Border Tax & Accounting, Pllc | Phoenix | AZ | 11/1999 | Present |
EXECUTIVE BOARD MEMBER AND 2.8% SHAREHOLDER OF NATIONAL ADVISORS TRUST COMPANY IN OVERLAND PARK,KS. THE BUSINESS IS INVESTMENT RELATED, BUT I DO NOT HAVE ANY OPERATING OR INVESTMENT DUTIES AT THE TRUST COMPANY. INITIATED IN 2001. APPROXIMATELY 16 HRS/MONTH DEVOTED. SHAREHOLDER AND OFFICER IN CROSS BORDER TAX & ACCOUNTING, LOCATED IN PHOENIX AZ. THE FIRM PROVIDES TAX PREPARATION AND BASIC FINANCIAL PLANNING SERVICES, INCLUDING INVESTMENT ADVICE. TIME SPENT IS APPROXIMATELY ONE HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-10 |
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