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1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
Branch Locations
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tandem Wealth Advisors Llc | Phoenix | AZ | 09/2020 | Present |
| Acceleration Retirement Llc | Dallas | TX | 12/2010 | 09/2020 |
1)ACCELERATION RETIREMENT LLC. LEAD GENERATION & CONSULTING 50%OWNER. 12HRS A WK. 2)PROPERTY OWNER - LANDLORD RENTAL PROPERTY - BEACH HOUSE IN N. CALIFORNIA RENT OUT WHEN I AM NOT USING IT. NON-INVESTMENY RELATED 2 HOURS PER MONTH 3.EMPLOYEE OF STABLE TWO (RIA)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-14 |
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