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8501 N. Scottsdale Road Suite 205, Paradise Valley, AZ 85253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-12 |
| IL | RA | APPROVED | 2026-01-12 |
| OH | RA | APPROVED | 2019-10-04 |
| TX | RA | APPROVED | 2017-05-23 |
| AZ | RA | APPROVED | 2016-12-02 |
Branch Locations
8501 N. Scottsdale Road Suite 205, Paradise Valley, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G. F. Investment Services, Llc | Sarasota | FL | 04/2014 | 11/2016 |
| Secure Investment Management, Llc | Tucson | AZ | 10/2012 | 11/2016 |
| Safe Insurance Management Llc | Scottsdale | AZ | 08/2016 | 03/2021 |
| Scottsdale Wealth Advisory Llc | Scottsdale | AZ | 12/2016 | Present |
| Sim Investments Llc | Tucson | AZ | 04/2014 | 11/2016 |
| M.S. Howells & Co. | Scottsdale | AZ | 11/2017 | 12/2018 |
| Sole Proprietor | Scottsdale | AZ | 03/2021 | 08/2022 |
SCOTTSDALE WEALTH ADVISORY LLC; INSURANCE AGENT; PARADISE VALLEY, AZ; INVESTMENT RELATED; ANNUITY/INSURANCE RELATED BUSINESS; LICENSED AGENT; DEVOTE 40 HOURS PER MONTH DURING TRADING HOURS; START 12/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
| S66 | Uniform Combined State Law Examination | 2001-07-06 |
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