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1166 E. Warner Rd #202, Gilbert, AZ 85296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-08-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Resources, Llc | Gilbert | AZ | 11/2010 | Present |
| Questar Asset Management | Minneapolis | MN | 08/2016 | 08/2017 |
| Wealth Management Advisors, Llc | Gilbert | AZ | 08/2017 | Present |
WEALTH MANAGEMENT RESOURCES, LLC. POSITION: Insurance Agent. NATURE: Fixed insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/1/2010 ADDRESS: Gilbert, AZ 85296 DESCRIPTION: Sales and service. GEOFFREY JOHNSON. POSITION: Notary Public. NATURE: Notarizing customer documents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2010 ADDRESS: Gilbert, AZ 85296 DESCRIPTION: Maintaining my notary commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-14 |
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