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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Denver | CO | 08/2015 | 12/2016 |
| Compass Bank | Alabama | AL | 06/2015 | 12/2016 |
| Bbva Wealth Solutions Inc. | Denver | CO | 08/2015 | 12/2016 |
| Unemployed | Parker | CO | 12/2016 | 12/2017 |
| Colonial Life And Accident | Phoenix | AZ | 12/2017 | 03/2018 |
| Td Ameritrade | Omaha | NE | 05/2018 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | 01/2025 |
| Essential Edge Compliance Consulting | Lamy | NM | 03/2025 | 07/2025 |
| Unemployed | Florence | AZ | 01/2025 | 03/2025 |
| United Planners | Scottsdale | AZ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-05 |
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