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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-19 |
| OK | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
6263 N. Scottsdale Rd Suite 385, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Henne Financial Group, Llc | Phoenix | AZ | 12/2000 | 06/2020 |
| Woodbury Financial Services, Inc. | Scottsdale | AZ | 03/2012 | 01/2024 |
| Liqd Investments | Scottsdale | AZ | 06/2020 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2024 | Present |
1. MKG ADVISORS, LLC POSITION: MANAGING MEMBER NATURE: LLC FOR TAX PURPOSES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2006 ADDRESS: 5724 EAST TIERRA BUENA LANE, SCOTTSDALE AZ 85254 DESCRIPTION: MANAGING MEMBER 2. LIQD INVESTMENTS POSITION: Managing Director NATURE: LIQD Investments, intended to be the DBA with which we will work under for our primary business activity (planning, investment advisory and insurance services). Likely to be sole proprietorship in nature. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1200 SECURITIES TRADING HOURS: 190 START DATE: 03/01/2020 ADDRESS: 6263 North Scottsdale Road, Suite 385, Scottsdale AZ 85250, United States DESCRIPTION: Provide advisory services including investment of client capital, financial planning services, insurance services and sales and retirement plan advisement. 3. PARADISE VALLEY WEALTH MANAGEMENT POSITION: Associate Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2025 ADDRESS: 6263 North Scottsdale Road, Suite 385, Scottsdale AZ 85250, United States DESCRIPTION: I assist Paradise Valley Wealth Management with Advisory Services and Operational Support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-22 |
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