| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
VP, Regional Sales Manager: AZ, CA & TX |
Aquila Distributors LLC | Aquila Group of Funds |
Scottsdale, Arizona |
Jan 2019–Present |
2 yrs 4 mos |
| 2 |
Financial Advisor |
Prudential Financial |
Scottsdale/Phoenix, Boulder/Denver, Austin/Houston, (coming soon) San Diego/Orange County |
Apr 2017–Jan 2019 |
1 yr 10 mos |
| 3 |
Founder |
Brixx Cooper Consulting |
San Diego, CA and Scottsdale, AZ |
Jul 2015–Mar 2017 |
1 yr 9 mos |
| 4 |
Vice President, Regional Advisory Consultant and Vice President, Investments - National Accounts |
Advisors Asset Management, Inc. |
San Diego, California |
Oct 2008–Feb 2015 |
6 yrs 5 mos |
| 5 |
Retirement Center of Excellence Advisor, Group and Team Lead, Public Speaker |
USAA |
San Antonio & Phoenix, AZ |
Sep 2005–Sep 2008 |
3 yrs 1 mo |
| 6 |
Financial Planning Consultant |
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) |
San Antonio, Texas |
Jul 1999–Oct 2005 |
6 yrs 4 mos |