Best Investors Account Sign in
Inactive

Becki Kathleen Sutton

Bks Wealth LLC

Scottsdale, AZ

Claim This Profile
Current Employers
Bks Wealth Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-06
AZ RA APPROVED 2026-05-05
TX RA APPROVED_RES 2024-01-10
  • CA RA
    APPROVED
    Since 2026-07-06
  • AZ RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED_RES
    Since 2024-01-10

Branch Locations

Scottsdale, AZ • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Financial Sense San Diego CA 07/2015 03/2020
Unemployed San Diego CA 03/2020 01/2021
Wfa San Diego, Llc San Diego CA 01/2021 11/2021
Jbl Wealth Strategies San Diego CA 11/2021 01/2024
Bks Wealth Llc Scottsdale AZ 01/2024 Present
Becki K. Sutton D/B/A Bks Wealth San Diego CA 06/2021 Present
  • 07/2015 → 03/2020
    Financial Sense
    San Diego, CA
  • 03/2020 → 01/2021
    Unemployed
    San Diego, CA
  • 01/2021 → 11/2021
    Wfa San Diego, Llc
    San Diego, CA
  • 11/2021 → 01/2024
    Jbl Wealth Strategies
    San Diego, CA
  • 01/2024 → Present
    Bks Wealth Llc
    Scottsdale, AZ
  • 06/2021 → Present
    Becki K. Sutton D/B/A Bks Wealth
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-01-13
  • S66 Uniform Combined State Law Examination
    1998-01-13
Designations
Other Names
  • Becki Kathleen Steidley
  • Becki Kathleen Steidley

View on SEC IAPD

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor