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8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-10-24 |
Branch Locations
8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling | Albany | NY | 11/2010 | 03/2018 |
| Juncture Wealth Strategies | Scottsdale | AZ | 11/2010 | Present |
1. JUNCTURE WEALTH STRATEGIES, 8777 E VIA DE VENTURA STE 120, SCOTTSDALE AZ 85258, INVESTMENT RELATED, REGISTERED REP, NON PRODUCING, 11/2010 160HRS PER MONTH, EXECUTIVE ADMINISTRATOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-21 |
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