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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
8800 N Gainey Center Drive Suite 260, Scottsdale, AZ 85258 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scottsdale | AZ | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 06/2025 |
| Kestra Investment Services Llc | Scottsdale | AZ | 06/2025 | Present |
| Kestra Private Wealth Services Llc | Scottsdale | AZ | 06/2025 | Present |
Name: H&H POSITION: My wife is Director NATURE: Private Family Foundation INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 20429 N 83rd Pl, Scottsdale AZ 85255, United States DESCRIPTION: I have no specific duties with the foundation. My wife is director Name: KINGDOM PRIVATE WEALTH POSITION: Founder/Principal NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2025 ADDRESS: 8800 N Gainey Center Drive, Suite 260, Scottsdale AZ 85258, United States DESCRIPTION: Servicing clients through wealth and investment management Name: H&H 22 LLC POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2025 ADDRESS: 8800 N Gainey Center Drive, Suite 260, Scottsdale AZ 85258, United States DESCRIPTION: Tax entity for income and expenses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-28 |
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